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OneAscent Wealth Management’s Home Depot HD Stock Holding History

OneAscent 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
Q2 		$207K Buy
+586
New +$191K 0.06% 163
2026
Q1 		– Sell
-604
Closed -$208K – 164
2025
Q4 		$208K Sell
604
-85
-12% -$31.1K 0.07% 159
2025
Q3 		$279K Buy
689
+100
+17% +$39.3K 0.09% 130
2025
Q2 		$216K Buy
589
+23
+4% +$8.32K 0.08% 160
2025
Q1 		$207K Sell
566
-60
-10% -$23.4K 0.09% 143
2024
Q4 		$244K Sell
626
-162
-21% -$66.2K 0.1% 135
2024
Q3 		$319K Buy
+788
New +$287K 0.12% 119
2024
Q2 		– Sell
-1,947
Closed -$747K – 127
2024
Q1 		$747K Buy
1,947
+1,026
+111% +$375K 0.29% 42
2023
Q4 		$319K Buy
921
+139
+18% +$43K 0.13% 110
2023
Q3 		$236K Buy
+782
New +$251K 0.1% 140
2023
Q2 		– Sell
-1,067
Closed -$315K – 141
2023
Q1 		$315K Buy
+1,067
New +$327K 0.12% 116
2021
Q1 		$1.13M Sell
3,704
-1,890
-34% -$521K 0.48% 34
2020
Q4 		$1.49M Buy
+5,594
New +$1.54M 0.67% 15

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

OneAscent Wealth Management's HD Position: Q2 2026 in Review

OneAscent Wealth Management opened a new position in Home Depot (HD) in Q2 2026: 586 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #163 among its holdings. This is a return to the name: OneAscent Wealth Management previously reported a position in HD as recently as Q4 2025.

OneAscent Wealth Management first reported a position in HD in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.49M in Q4 2020. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • OneAscent Wealth Management held 586 shares of Home Depot worth $207K as of Q2 2026.
  • Home Depot was a new OneAscent Wealth Management position in Q2 2026.
  • Home Depot made up 0.06% of OneAscent Wealth Management's portfolio in Q2 2026, its #163 holding.
  • OneAscent Wealth Management first reported a position in Home Depot in Q4 2020 and has held it in 13 quarters since.
  • OneAscent Wealth Management's Home Depot position peaked at $1.49M in Q4 2020.
  • 4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.