IAGL
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Innovative Advisory Group, LLC’s Home Depot HD Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-75
Closed -$25.8K – 109
2025
Q4 		$25.8K Hold
75
– – 0.02% 87
2025
Q3 		$30.4K Hold
75
– – 0.02% 87
2025
Q2 		$27.5K Hold
75
– – 0.02% 85
2025
Q1 		$27.5K Hold
75
– – 0.03% 77
2024
Q4 		$29.2K Buy
+75
New +$30.6K 0.03% 77

Other funds holding HD

BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Innovative Advisory Group, LLC's HD Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Home Depot (HD) in Q1 2026, closing a stake of 75 shares — an estimated $25.8K sold.

Innovative Advisory Group, LLC first reported a position in HD in Q4 2024 and held it in 5 quarters. The position peaked at $30.4K in Q3 2025. 4,151 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 75 Home Depot shares in Q1 2026, an estimated $25.8K.
  • Innovative Advisory Group, LLC first reported a position in Home Depot in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Home Depot position peaked at $30.4K in Q3 2025.
  • 4,151 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.