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OakTrust Wealth Advisors’s Home Depot HD Stock Holding History

OakTrust 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
2026
Q2 		$240K Sell
681
-147
-18% -$47.8K 0.21% 60
2026
Q1 		$272K Buy
828
+2
+0.2% +$729 0.25% 52
2025
Q4 		$284K Buy
+826
New +$303K 0.26% 53

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

OakTrust Wealth Advisors's HD Position: Q2 2026 in Review

OakTrust Wealth Advisors reduced its Home Depot (HD) stake by 18% in Q2 2026, selling an estimated $47.8K and leaving 681 shares worth $240K. The position accounts for 0.21% of the portfolio, ranked #60.

OakTrust Wealth Advisors first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $284K in Q4 2025. 4,080 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • OakTrust Wealth Advisors held 681 shares of Home Depot worth $240K as of Q2 2026.
  • OakTrust Wealth Advisors sold 147 Home Depot shares in Q2 2026, an estimated $47.8K.
  • Home Depot made up 0.21% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • OakTrust Wealth Advisors first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • OakTrust Wealth Advisors's Home Depot position peaked at $284K in Q4 2025.
  • 4,080 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.