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Oak Harbor Wealth Partners’s Home Depot HD Stock Holding History

Oak Harbor Wealth 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 		$1.38M Sell
3,925
-1,893
-33% -$616K 0.52% 57
2026
Q1 		$1.91M Sell
5,818
-159
-3% -$57.9K 0.45% 58
2025
Q4 		$2.06M Sell
5,977
-517
-8% -$189K 0.49% 49
2025
Q3 		$2.63M Sell
6,494
-186
-3% -$73.1K 0.65% 36
2025
Q2 		$2.45M Sell
6,680
-651
-9% -$236K 0.66% 36
2025
Q1 		$2.69M Sell
7,331
-2,218
-23% -$864K 0.77% 34
2024
Q4 		$3.71M Sell
9,549
-113
-1% -$46.2K 1.08% 24
2024
Q3 		$3.91M Buy
9,662
+100
+1% +$36.5K 1.12% 23
2024
Q2 		$3.29M Buy
9,562
+35
+0.4% +$11.9K 1.03% 23
2024
Q1 		$3.65M Sell
9,527
-253
-3% -$92.4K 1.14% 22
2023
Q4 		$3.39M Buy
9,780
+13
+0.1% +$4.03K 1.14% 23
2023
Q3 		$2.95M Buy
9,767
+235
+2% +$75.6K 1.05% 21
2023
Q2 		$2.96M Sell
9,532
-171
-2% -$50.5K 1.01% 28
2023
Q1 		$2.86M Buy
9,703
+617
+7% +$189K 1.04% 27
2022
Q4 		$2.87M Buy
9,086
+1,609
+22% +$490K 1.09% 28
2022
Q3 		$2.06M Buy
7,477
+428
+6% +$126K 0.81% 37
2022
Q2 		$1.93M Buy
7,049
+398
+6% +$118K 0.77% 41
2022
Q1 		$1.99M Buy
6,651
+601
+10% +$208K 0.65% 43
2021
Q4 		$2.51M Buy
+6,050
New +$2.3M 0.86% 33

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

Oak Harbor Wealth Partners's HD Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Home Depot (HD) stake by 33% in Q2 2026, selling an estimated $616K and leaving 3,925 shares worth $1.38M. The position accounts for 0.52% of the portfolio, ranked #57.

Oak Harbor Wealth Partners first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.91M in Q3 2024. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Oak Harbor Wealth Partners held 3,925 shares of Home Depot worth $1.38M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 1,893 Home Depot shares in Q2 2026, an estimated $616K.
  • Home Depot made up 0.52% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • Oak Harbor Wealth Partners first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's Home Depot position peaked at $3.91M in Q3 2024.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.