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One Charles Private Wealth Services’s Home Depot HD Stock Holding History

One Charles Private Wealth 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
Q2 		$687K Sell
1,949
-203
-9% -$66K 0.16% 80
2026
Q1 		$708K Buy
2,152
+37
+2% +$13.5K 0.18% 72
2025
Q4 		$728K Sell
2,115
-49
-2% -$17.9K 0.19% 74
2025
Q3 		$877K Sell
2,164
-53
-2% -$20.8K 0.23% 68
2025
Q2 		$813K Buy
2,217
+192
+9% +$69.5K 0.23% 67
2025
Q1 		$742K Buy
2,025
+141
+7% +$55K 0.24% 58
2024
Q4 		$733K Buy
1,884
+23
+1% +$9.4K 0.25% 58
2024
Q3 		$754K Hold
1,861
– – 0.29% 59
2024
Q2 		$641K Hold
1,861
– – 0.27% 65
2024
Q1 		$714K Buy
1,861
+133
+8% +$48.6K 0.31% 59
2023
Q4 		$599K Buy
1,728
+19
+1% +$5.88K 0.32% 63
2023
Q3 		$516K Sell
1,709
-4
-0.2% -$1.29K 0.3% 60
2023
Q2 		$532K Hold
1,713
– – 0.31% 60
2023
Q1 		$506K Buy
1,713
+616
+56% +$189K 0.31% 59
2022
Q4 		$346K Sell
1,097
-99
-8% -$30.2K 0.22% 79
2022
Q3 		$330K Buy
1,196
+1
+0.1% +$295 0.22% 81
2022
Q2 		$343K Buy
1,195
+65
+6% +$19.2K 0.23% 83
2022
Q1 		$338K Buy
1,130
+3
+0.3% +$1.04K 0.21% 79
2021
Q4 		$468K Buy
1,127
+1
+0.1% +$381 0.27% 63
2021
Q3 		$370K Hold
1,126
– – 0.21% 71
2021
Q2 		$359K Buy
+1,126
New +$358K 0.24% 72
2020
Q3 		– Sell
-985
Closed -$270K – 53
2020
Q2 		$270K Buy
+985
New +$225K 0.14% 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

One Charles Private Wealth Services's HD Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its Home Depot (HD) stake by 9.4% in Q2 2026, selling an estimated $66K and leaving 1,949 shares worth $687K. The position accounts for 0.16% of the portfolio, ranked #80.

One Charles Private Wealth Services first reported a position in HD in Q2 2020 and has held it in 22 quarters since. The position peaked at $877K in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • One Charles Private Wealth Services held 1,949 shares of Home Depot worth $687K as of Q2 2026.
  • One Charles Private Wealth Services sold 203 Home Depot shares in Q2 2026, an estimated $66K.
  • Home Depot made up 0.16% of One Charles Private Wealth Services's portfolio in Q2 2026, its #80 holding.
  • One Charles Private Wealth Services first reported a position in Home Depot in Q2 2020 and has held it in 22 quarters since.
  • One Charles Private Wealth Services's Home Depot position peaked at $877K in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.