Modera Wealth Management, LLC

SEC CIK: 0001542143
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

HD holding history

Home Depot, Inc. in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overview All 13F holders of HD Full Q2 2026 holdings

Shares (Q2 2026): 66,671
Value: $23.5M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of HD by Modera Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	66,671	$23.5M	0.3%	−1,577−2.3%	Reduced	Holders
Q1 2026	68,248	$22.4M	0.3%	−13,657−16.7%	Reduced	Holders
Q4 2025	81,905	$28.2M	0.3%	−307−0.4%	Reduced	Holders
Q3 2025	82,212	$33.3M	0.4%	−1,149−1.4%	Reduced	Holders
Q2 2025	83,361	$30.6M	0.4%	−709−0.8%	Reduced	Holders
Q1 2025	84,070	$30.8M	0.4%	−608−0.7%	Reduced	Holders
Q4 2024	84,678	$32.9M	0.4%	+1,335+1.6%	Added	Holders
Q3 2024	83,343	$33.8M	0.4%	−322−0.4%	Reduced	Holders
Q2 2024	83,665	$28.8M	0.4%	−1,108−1.3%	Reduced	Holders
Q1 2024	84,773	$32.5M	0.5%	+590+0.7%	Added	Holders
Q4 2023	84,183	$29.2M	0.5%	−415−0.5%	Reduced	Holders
Q3 2023	84,598	$25.6M	0.5%	−1,039−1.2%	Reduced	Holders
Q2 2023	85,637	$26.6M	0.5%	+56,221+191.1%	Added	Holders
Q1 2023	29,416	$8.68M	0.3%	+67+0.2%	Added	Holders
Q4 2022	29,349	$9.27M	0.4%	+948+3.3%	Added	Holders
Q3 2022	28,401	$7.84M	0.4%	−514−1.8%	Reduced	Holders
Q2 2022	28,915	$7.93M	0.4%	+230+0.8%	Added	Holders
Q1 2022	28,685	$8.59M	0.4%	−1,709−5.6%	Reduced	Holders
Q4 2021	30,394	$12.6M	0.5%	+10,886+55.8%	Added	Holders
Q3 2021	19,508	$6.40M	0.3%	+43+0.2%	Added	Holders
Q2 2021	19,465	$6.21M	0.3%	−57−0.3%	Reduced	Holders
Q1 2021	19,522	$5.96M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.