OWA
HD icon

Octavia Wealth Advisors’s Home Depot HD Stock Holding History

Octavia 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 		$1.04M Sell
2,952
-279
-9% -$90.8K 0.09% 74
2026
Q1 		$1.06M Buy
3,231
+150
+5% +$54.7K 0.1% 69
2025
Q4 		$1.06M Sell
3,081
-38
-1% -$13.9K 0.1% 77
2025
Q3 		$1.26M Buy
3,119
+265
+9% +$104K 0.13% 70
2025
Q2 		$1.05M Sell
2,854
-81
-3% -$29.3K 0.12% 70
2025
Q1 		$1.08M Buy
2,935
+72
+3% +$28.1K 0.13% 69
2024
Q4 		$1.11M Sell
2,863
-48
-2% -$19.6K 0.14% 67
2024
Q3 		$1.18M Buy
2,911
+149
+5% +$54.3K 0.15% 65
2024
Q2 		$951K Sell
2,762
-162
-6% -$55.3K 0.13% 76
2024
Q1 		$1.12M Buy
2,924
+375
+15% +$137K 0.17% 70
2023
Q4 		$883K Buy
2,549
+263
+12% +$81.4K 0.16% 78
2023
Q3 		$691K Buy
2,286
+408
+22% +$131K 0.14% 78
2023
Q2 		$583K Sell
1,878
-102
-5% -$30.1K 0.12% 90
2023
Q1 		$584K Sell
1,980
-87
-4% -$26.7K 0.13% 84
2022
Q4 		$653K Sell
2,067
-85
-4% -$25.9K 0.16% 77
2022
Q3 		$594K Sell
2,152
-133
-6% -$39.3K 0.16% 79
2022
Q2 		$625K Sell
2,285
-221
-9% -$65.2K 0.16% 81
2022
Q1 		$751K Buy
2,506
+79
+3% +$27.4K 0.17% 75
2021
Q4 		$1.01M Buy
2,427
+50
+2% +$19K 0.22% 65
2021
Q3 		$780K Sell
2,377
-456
-16% -$150K 0.2% 69
2021
Q2 		$903K Sell
2,833
-22
-0.8% -$7K 0.24% 65
2021
Q1 		$871K Buy
2,855
+145
+5% +$40K 0.26% 67
2020
Q4 		$720K Buy
+2,710
New +$745K 0.23% 72

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

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

Octavia Wealth Advisors reduced its Home Depot (HD) stake by 8.6% in Q2 2026, selling an estimated $90.8K and leaving 2,952 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #74.

Octavia Wealth Advisors first reported a position in HD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.26M in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Octavia Wealth Advisors held 2,952 shares of Home Depot worth $1.04M as of Q2 2026.
  • Octavia Wealth Advisors sold 279 Home Depot shares in Q2 2026, an estimated $90.8K.
  • Home Depot made up 0.09% of Octavia Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Octavia Wealth Advisors first reported a position in Home Depot in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Home Depot position peaked at $1.26M in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.