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Tred Avon Family Wealth’s Home Depot HD Stock Holding History

Tred Avon Family 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
Q2 		$1.29M Sell
3,647
-85
-2% -$27.7K 0.39% 62
2026
Q1 		$1.23M Sell
3,732
-48
-1% -$17.5K 0.41% 59
2025
Q4 		$1.3M Buy
3,780
+251
+7% +$91.9K 0.42% 58
2025
Q3 		$1.43M Buy
+3,529
New +$1.39M 0.49% 48

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tred Avon Family Wealth's HD Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Home Depot (HD) stake by 2.3% in Q2 2026, selling an estimated $27.7K and leaving 3,647 shares worth $1.29M. The position accounts for 0.39% of the portfolio, ranked #62.

Tred Avon Family Wealth first reported a position in HD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q3 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Tred Avon Family Wealth held 3,647 shares of Home Depot worth $1.29M as of Q2 2026.
  • Tred Avon Family Wealth sold 85 Home Depot shares in Q2 2026, an estimated $27.7K.
  • Home Depot made up 0.39% of Tred Avon Family Wealth's portfolio in Q2 2026, its #62 holding.
  • Tred Avon Family Wealth first reported a position in Home Depot in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Home Depot position peaked at $1.43M in Q3 2025.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.