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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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. 765 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.
  • 765 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.