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Naviter Wealth’s Home Depot HD Stock Holding History

Naviter Wealth’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.3M Buy
10,023
+296
+3% +$108K 0.41% 54
2025
Q4 		$3.35M Sell
9,727
-1,938
-17% -$710K 0.44% 50
2025
Q3 		$4.73M Buy
11,665
+504
+5% +$198K 0.55% 34
2025
Q2 		$4.09M Sell
11,161
-90
-0.8% -$32.6K 0.5% 44
2025
Q1 		$4.03M Buy
11,251
+101
+0.9% +$39.4K 0.49% 47
2024
Q4 		$4.34M Buy
11,150
+3,146
+39% +$1.29M 0.52% 40
2024
Q3 		$3.24M Sell
8,004
-207
-3% -$75.5K 0.45% 54
2024
Q2 		$2.83M Buy
8,211
+491
+6% +$167K 0.42% 58
2024
Q1 		$2.96M Buy
7,720
+756
+11% +$276K 0.48% 51
2023
Q4 		$2.41M Buy
6,964
+1,559
+29% +$483K 0.49% 49
2023
Q3 		$1.63M Buy
5,405
+159
+3% +$51.1K 0.39% 62
2023
Q2 		$1.63M Buy
5,246
+1,150
+28% +$340K 0.41% 61
2023
Q1 		$1.21M Sell
4,096
-108
-3% -$33.1K 0.42% 60
2022
Q4 		$1.34M Buy
4,204
+412
+11% +$126K 0.37% 64
2022
Q3 		$1.05M Buy
3,792
+306
+9% +$90.3K 0.43% 49
2022
Q2 		$956K Buy
+3,486
New +$1.03M 0.39% 57

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Naviter Wealth's HD Position: Q1 2026 in Review

Naviter Wealth increased its Home Depot (HD) stake by 3% in Q1 2026, buying an estimated $108K and bringing the position to 10,023 shares worth $3.3M. The position accounts for 0.41% of the portfolio, ranked #54.

Naviter Wealth first reported a position in HD in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.73M in Q3 2025. 4,118 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Naviter Wealth held 10,023 shares of Home Depot worth $3.3M as of Q1 2026.
  • Naviter Wealth bought 296 Home Depot shares in Q1 2026, an estimated $108K.
  • Home Depot made up 0.41% of Naviter Wealth's portfolio in Q1 2026, its #54 holding.
  • Naviter Wealth first reported a position in Home Depot in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Home Depot position peaked at $4.73M in Q3 2025.
  • 4,118 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.