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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
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

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 Private Wealth's HD Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Home Depot (HD) stake by 2.2% in Q2 2026, selling an estimated $39.7K and leaving 5,384 shares worth $1.9M. The position accounts for 0.24% of the portfolio, ranked #83.

Live Oak Private Wealth first reported a position in HD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.24M in Q3 2025. 4,099 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Live Oak Private Wealth held 5,384 shares of Home Depot worth $1.9M as of Q2 2026.
  • Live Oak Private Wealth sold 122 Home Depot shares in Q2 2026, an estimated $39.7K.
  • Home Depot made up 0.24% of Live Oak Private Wealth's portfolio in Q2 2026, its #83 holding.
  • Live Oak Private Wealth first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
  • Live Oak Private Wealth's Home Depot position peaked at $2.24M in Q3 2025.
  • 4,099 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.