OPWM
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Oregon Pacific Wealth Management’s Home Depot HD Stock Holding History

Oregon Pacific 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 		$279K Buy
791
+50
+7% +$16.3K 0.26% 81
2026
Q1 		$244K Hold
741
– – 0.25% 88
2025
Q4 		$255K Sell
741
-104
-12% -$38.1K 0.26% 97
2025
Q3 		$342K Buy
+845
New +$332K 0.3% 83

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Oregon Pacific Wealth Management's HD Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its Home Depot (HD) stake by 6.7% in Q2 2026, buying an estimated $16.3K and bringing the position to 791 shares worth $279K. The position accounts for 0.26% of the portfolio, ranked #81.

Oregon Pacific Wealth Management first reported a position in HD in Q3 2025 and has held it in 4 quarters since. The position peaked at $342K in Q3 2025. 1,417 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Oregon Pacific Wealth Management held 791 shares of Home Depot worth $279K as of Q2 2026.
  • Oregon Pacific Wealth Management bought 50 Home Depot shares in Q2 2026, an estimated $16.3K.
  • Home Depot made up 0.26% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Oregon Pacific Wealth Management first reported a position in Home Depot in Q3 2025 and has held it in 4 quarters since.
  • Oregon Pacific Wealth Management's Home Depot position peaked at $342K in Q3 2025.
  • 1,417 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.