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Oxford Financial Group’s Home Depot HD Stock Holding History

Oxford Financial Group’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 		$853K Sell
2,419
-440
-15% -$143K 0.04% 120
2026
Q1 		$940K Buy
2,859
+155
+6% +$56.5K 0.05% 105
2025
Q4 		$930K Sell
2,704
-106
-4% -$38.8K 0.05% 96
2025
Q3 		$1.14M Buy
2,810
+125
+5% +$49.1K 0.06% 84
2025
Q2 		$985K Sell
2,685
-224
-8% -$81.1K 0.06% 80
2025
Q1 		$1.07M Sell
2,909
-188
-6% -$73.3K 0.07% 77
2024
Q4 		$1.2M Sell
3,097
-449
-13% -$183K 0.08% 80
2024
Q3 		$1.44M Sell
3,546
-627
-15% -$229K 0.09% 69
2024
Q2 		$1.44M Sell
4,173
-1,140
-21% -$389K 0.09% 74
2024
Q1 		$2.04M Buy
5,313
+71
+1% +$25.9K 0.14% 52
2023
Q4 		$1.82M Buy
5,242
+90
+2% +$27.9K 0.13% 55
2023
Q3 		$1.56M Sell
5,152
-273
-5% -$87.8K 0.13% 53
2023
Q2 		$1.69M Buy
5,425
+1,400
+35% +$414K 0.16% 52
2023
Q1 		$1.19M Buy
4,025
+101
+3% +$31K 0.13% 60
2022
Q4 		$1.24M Buy
3,924
+666
+20% +$203K 0.14% 60
2022
Q3 		$899K Sell
3,258
-201
-6% -$59.3K 0.14% 67
2022
Q2 		$949K Buy
3,459
+177
+5% +$52.3K 0.14% 68
2022
Q1 		$982K Buy
3,282
+107
+3% +$37.1K 0.12% 75
2021
Q4 		$1.32M Buy
3,175
+91
+3% +$34.6K 0.15% 63
2021
Q3 		$1.01M Buy
3,084
+402
+15% +$132K 0.13% 73
2021
Q2 		$855K Buy
2,682
+536
+25% +$170K 0.11% 85
2021
Q1 		$655K Sell
2,146
-385
-15% -$106K 0.09% 92
2020
Q4 		$672K Buy
2,531
+64
+3% +$17.6K 0.1% 88
2020
Q3 		$685K Sell
2,467
-166
-6% -$45K 0.11% 78
2020
Q2 		$660K Sell
2,633
-210
-7% -$48.1K 0.11% 78
2020
Q1 		$531K Buy
+2,843
New +$624K 0.11% 81

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

Oxford Financial Group's HD Position: Q2 2026 in Review

Oxford Financial Group reduced its Home Depot (HD) stake by 15% in Q2 2026, selling an estimated $143K and leaving 2,419 shares worth $853K. The position accounts for 0.04% of the portfolio, ranked #120.

Oxford Financial Group first reported a position in HD in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.04M in Q1 2024. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Oxford Financial Group held 2,419 shares of Home Depot worth $853K as of Q2 2026.
  • Oxford Financial Group sold 440 Home Depot shares in Q2 2026, an estimated $143K.
  • Home Depot made up 0.04% of Oxford Financial Group's portfolio in Q2 2026, its #120 holding.
  • Oxford Financial Group first reported a position in Home Depot in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Home Depot position peaked at $2.04M in Q1 2024.
  • 4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.