Okabena Investment Services’s Home Depot HD Stock Holding History

Okabena Investment Services’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	$301K	Hold	914	–	–	0.06%	132
2025 Q4	$315K	Sell	914 -1,169	-56%	-$428K	0.06%	131
2025 Q3	$844K	Buy	2,083 +1,183	+131%	+$465K	0.16%	90
2025 Q2	$330K	Hold	900	–	–	0.07%	119
2025 Q1	$330K	Sell	900 -2	-0.2%	-$779	0.08%	115
2024 Q4	$351K	Hold	902	–	–	0.1%	104
2024 Q3	$365K	Sell	902 -3	-0.3%	-$1.09K	0.1%	98
2024 Q2	$312K	Sell	905 -1	-0.1%	-$341	0.1%	104
2024 Q1	$348K	Sell	906 -44	-5%	-$16.1K	0.12%	93
2023 Q4	$329K	Buy	+950	New	+$294K	0.13%	91
2023 Q1	–	Sell	-900	Closed	-$284K	–	217
2022 Q4	$284K	Sell	900 -27	-3%	-$8.22K	0.19%	81
2022 Q3	$256K	Hold	927	–	–	0.12%	99
2022 Q2	$254K	Buy	927 +900	+3,333%	+$266K	0.13%	83
2022 Q1	$8K	Hold	27	–	–	﹤0.01%	176
2021 Q4	$11K	Buy	+27	New	+$10.3K	﹤0.01%	185

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

Okabena Investment Services's HD Position: Q1 2026 in Review

Okabena Investment Services held its Home Depot (HD) position steady in Q1 2026 at 914 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #132.

Okabena Investment Services first reported a position in HD in Q4 2021 and has held it in 15 quarters since. The position peaked at $844K in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Okabena Investment Services held 914 shares of Home Depot worth $301K as of Q1 2026.
Okabena Investment Services left its Home Depot share count unchanged in Q1 2026.
Home Depot made up 0.06% of Okabena Investment Services's portfolio in Q1 2026, its #132 holding.
Okabena Investment Services first reported a position in Home Depot in Q4 2021 and has held it in 15 quarters since.
Okabena Investment Services's Home Depot position peaked at $844K in Q3 2025.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.