Oakwell Private Wealth Management’s Home Depot HD Stock Holding History

Oakwell Private Wealth Management’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 Q1	–	Sell	-785	Closed	-$270K	–	80
2025 Q4	$270K	Buy	785 +265	+51%	+$97.1K	0.05%	67
2025 Q3	$211K	Buy	+520	New	+$204K	0.04%	77
2025 Q2	–	Sell	-1,569	Closed	-$575K	–	76
2025 Q1	$575K	Buy	+1,569	New	+$611K	0.16%	45

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Oakwell Private Wealth Management's HD Position: Q1 2026 in Review

Oakwell Private Wealth Management sold out of Home Depot (HD) in Q1 2026, closing a stake of 785 shares — an estimated $270K sold.

Oakwell Private Wealth Management first reported a position in HD in Q1 2025 and held it in 3 quarters. The position peaked at $575K in Q1 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Oakwell Private Wealth Management reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
Oakwell Private Wealth Management sold 785 Home Depot shares in Q1 2026, an estimated $270K.
Oakwell Private Wealth Management first reported a position in Home Depot in Q1 2025 and held it in 3 quarters.
Oakwell Private Wealth Management's Home Depot position peaked at $575K in Q1 2025.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.