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Live Oak Investment Partners’s Home Depot HD Stock Holding History

Live Oak Investment Partners’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 		$662K Sell
1,876
-17
-0.9% -$5.53K 0.36% 60
2026
Q1 		$623K Sell
1,893
-206
-10% -$75.1K 0.37% 62
2025
Q4 		$722K Sell
2,099
-192
-8% -$70.3K 0.44% 56
2025
Q3 		$928K Buy
2,291
+970
+73% +$381K 0.61% 43
2025
Q2 		$484K Sell
1,321
-1,033
-44% -$374K 0.37% 57
2025
Q1 		$863K Buy
+2,354
New +$917K 0.68% 41
2024
Q4 		– Hold
0
– – – 38
2024
Q3 		– Hold
0
– – – 54
2024
Q2 		– Hold
0
– – – 55
2023
Q4 		– Hold
0
– – – 56
2023
Q3 		– Hold
0
– – – 62
2023
Q2 		– Hold
0
– – – 55
2023
Q1 		– Hold
0
– – – 50
2022
Q4 		– Hold
0
– – – 47

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 $3.37T AUM 44.26% 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

Live Oak Investment Partners's HD Position: Q2 2026 in Review

Live Oak Investment Partners reduced its Home Depot (HD) stake by 0.9% in Q2 2026, selling an estimated $5.53K and leaving 1,876 shares worth $662K. The position accounts for 0.36% of the portfolio, ranked #60.

Live Oak Investment Partners first reported a position in HD in Q1 2025 and has held it in 6 quarters since. The position peaked at $928K in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Live Oak Investment Partners held 1,876 shares of Home Depot worth $662K as of Q2 2026.
  • Live Oak Investment Partners sold 17 Home Depot shares in Q2 2026, an estimated $5.53K.
  • Home Depot made up 0.36% of Live Oak Investment Partners's portfolio in Q2 2026, its #60 holding.
  • Live Oak Investment Partners first reported a position in Home Depot in Q1 2025 and has held it in 6 quarters since.
  • Live Oak Investment Partners's Home Depot position peaked at $928K in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.