Live Oak Private Wealth
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Live Oak Private Wealth’s Home Depot HD Stock Holding History

Live Oak Private 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
Q3 		$1.49M Sell
5,253
-131
-2% -$43K 0.18% 92
2026
Q2 		$1.9M Sell
5,384
-122
-2% -$39.7K 0.24% 83
2026
Q1 		$1.81M Sell
5,506
-16
-0.3% -$5.83K 0.25% 80
2025
Q4 		$1.9M Sell
5,522
-11
-0.2% -$4.03K 0.26% 79
2025
Q3 		$2.24M Buy
5,533
+195
+4% +$76.7K 0.31% 75
2025
Q2 		$1.96M Buy
5,338
+397
+8% +$144K 0.29% 78
2025
Q1 		$1.81M Buy
4,941
+26
+0.5% +$10.1K 0.29% 76
2024
Q4 		$1.91M Buy
4,915
+25
+0.5% +$10.2K 0.32% 71
2024
Q3 		$1.98M Buy
4,890
+36
+0.7% +$13.1K 0.32% 70
2024
Q2 		$1.67M Buy
4,854
+24
+0.5% +$8.19K 0.29% 76
2024
Q1 		$1.85M Sell
4,830
-2
-0% -$731 0.32% 71
2023
Q4 		$1.67M Buy
4,832
+100
+2% +$31K 0.31% 69
2023
Q3 		$1.43M Hold
4,732
– – 0.3% 65
2023
Q2 		$1.47M Buy
4,732
+29
+0.6% +$8.57K 0.29% 71
2023
Q1 		$1.39M Buy
4,703
+172
+4% +$52.7K 0.29% 71
2022
Q4 		$1.43M Sell
4,531
-20
-0.4% -$6.09K 0.3% 70
2022
Q3 		$1.26M Sell
4,551
-5
-0.1% -$1.48K 0.28% 74
2022
Q2 		$1.25M Buy
4,556
+57
+1% +$16.8K 0.26% 82
2022
Q1 		$1.35M Sell
4,499
-51
-1% -$17.7K 0.26% 77
2021
Q4 		$1.89M Sell
4,550
-10
-0.2% -$3.81K 0.35% 68
2021
Q3 		$1.5M Buy
4,560
+2,073
+83% +$681K 0.3% 75
2021
Q2 		$793K Buy
2,487
+18
+0.7% +$5.72K 0.18% 96
2021
Q1 		$754K Sell
2,469
-88
-3% -$24.3K 0.19% 92
2020
Q4 		$679K Sell
2,557
-39
-2% -$10.7K 0.19% 84
2020
Q3 		$721K Buy
2,596
+63
+2% +$17.1K 0.25% 74
2020
Q2 		$635K Buy
2,533
+672
+36% +$154K 0.23% 77
2020
Q1 		$347K Buy
1,861
+659
+55% +$145K 0.36% 50
2019
Q4 		$262K Buy
+1,202
New +$272K 0.25% 65

Other funds holding HD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Live Oak Private Wealth's HD Position: Q3 2026 in Review

Live Oak Private Wealth reduced its Home Depot (HD) stake by 2.4% in Q3 2026, selling an estimated $43K and leaving 5,253 shares worth $1.49M. The position accounts for 0.18% of the portfolio, ranked #92.

Live Oak Private Wealth first reported a position in HD in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.24M in Q3 2025. 2,176 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Live Oak Private Wealth held 5,253 shares of Home Depot worth $1.49M as of Q3 2026.
  • Live Oak Private Wealth sold 131 Home Depot shares in Q3 2026, an estimated $43K.
  • Home Depot made up 0.18% of Live Oak Private Wealth's portfolio in Q3 2026, its #92 holding.
  • Live Oak Private Wealth first reported a position in Home Depot in Q4 2019 and has held it in 28 quarters since.
  • Live Oak Private Wealth's Home Depot position peaked at $2.24M in Q3 2025.
  • 2,176 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.