Nvest Financial’s Home Depot HD Stock Holding History

Nvest Financial’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	-610	Closed	-$210K	–	140
2025 Q4	$210K	Buy	610 +28	+5%	+$10.3K	0.09%	125
2025 Q3	$236K	Sell	582 -22	-4%	-$8.65K	0.14%	115
2025 Q2	$221K	Buy	+604	New	+$219K	0.12%	103
2022 Q2	–	Sell	-1,464	Closed	-$438K	–	59
2022 Q1	$438K	Buy	+1,464	New	+$508K	0.36%	53

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Nvest Financial's HD Position: Q1 2026 in Review

Nvest Financial sold out of Home Depot (HD) in Q1 2026, closing a stake of 610 shares — an estimated $210K sold.

Nvest Financial first reported a position in HD in Q1 2022 and held it in 4 quarters. The position peaked at $438K in Q1 2022. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Nvest Financial reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
Nvest Financial sold 610 Home Depot shares in Q1 2026, an estimated $210K.
Nvest Financial first reported a position in Home Depot in Q1 2022 and held it in 4 quarters.
Nvest Financial's Home Depot position peaked at $438K in Q1 2022.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.