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Oak Hill Wealth Advisors’s Home Depot HD Stock Holding History

Oak Hill Wealth Advisors’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
2025
Q3 		$214K Buy
+528
New +$208K 0.04% 138
2025
Q2 		– Sell
-656
Closed -$240K – 146
2025
Q1 		$240K Sell
656
-100
-13% -$39K 0.06% 125
2024
Q4 		$294K Buy
+756
New +$309K 0.07% 110
2024
Q3 		– Sell
-783
Closed -$286K – 162
2024
Q2 		$270K Buy
+783
New +$267K 0.08% 95
2024
Q1 		– Sell
-783
Closed -$286K – 149
2023
Q4 		$271K Hold
783
– – 0.09% 87
2023
Q3 		$237K Sell
783
-211
-21% -$67.9K 0.09% 93
2023
Q2 		$309K Sell
994
-1
-0.1% -$295 0.11% 81
2023
Q1 		$294K Buy
995
+3
+0.3% +$920 0.12% 88
2022
Q4 		$313K Buy
+992
New +$302K 0.13% 84

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Oak Hill Wealth Advisors's HD Position: Q3 2025 in Review

Oak Hill Wealth Advisors opened a new position in Home Depot (HD) in Q3 2025: 528 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings. This is a return to the name: Oak Hill Wealth Advisors previously reported a position in HD as recently as Q1 2025.

Oak Hill Wealth Advisors first reported a position in HD in Q4 2022 and has held it in 9 quarters since. The position peaked at $313K in Q4 2022. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

  • Oak Hill Wealth Advisors held 528 shares of Home Depot worth $214K as of Q3 2025.
  • Home Depot was a new Oak Hill Wealth Advisors position in Q3 2025.
  • Home Depot made up 0.04% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #138 holding.
  • Oak Hill Wealth Advisors first reported a position in Home Depot in Q4 2022 and has held it in 9 quarters since.
  • Oak Hill Wealth Advisors's Home Depot position peaked at $313K in Q4 2022.
  • 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.