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Perennial Investment Advisors’s Home Depot HD Stock Holding History

Perennial Investment Advisors’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
2023
Q2 		– Sell
-100
Closed -$29.5K – 377
2023
Q1 		$29.5K Buy
+100
New +$30.7K 0.01% 352

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Perennial Investment Advisors's HD Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Home Depot (HD) stake by 7.1% in Q1 2026, selling an estimated $90K and leaving 3,213 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #189.

Perennial Investment Advisors first reported a position in HD in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.44M in Q3 2024. 4,125 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Perennial Investment Advisors held 3,213 shares of Home Depot worth $1.06M as of Q1 2026.
  • Perennial Investment Advisors sold 247 Home Depot shares in Q1 2026, an estimated $90K.
  • Home Depot made up 0.08% of Perennial Investment Advisors's portfolio in Q1 2026, its #189 holding.
  • Perennial Investment Advisors first reported a position in Home Depot in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Home Depot position peaked at $1.44M in Q3 2024.
  • 4,125 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.