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Oxford Wealth Group’s Home Depot HD Stock Holding History

Oxford Wealth 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 		$646K Buy
1,831
+127
+7% +$41.3K 0.29% 53
2026
Q1 		$561K Buy
1,704
+32
+2% +$11.7K 0.31% 54
2025
Q4 		$575K Buy
+1,672
New +$612K 0.28% 55
2024
Q4 		$487K Buy
1,251
+2
+0.2% +$817 0.31% 46
2024
Q3 		$506K Buy
1,249
+12
+1% +$4.38K 0.41% 42
2024
Q2 		$426K Sell
1,237
-69
-5% -$23.5K 0.29% 46
2024
Q1 		$501K Buy
+1,306
New +$477K 0.46% 41

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 Wealth Group's HD Position: Q2 2026 in Review

Oxford Wealth Group increased its Home Depot (HD) stake by 7.5% in Q2 2026, buying an estimated $41.3K and bringing the position to 1,831 shares worth $646K. The position accounts for 0.29% of the portfolio, ranked #53.

Oxford Wealth Group first reported a position in HD in Q1 2024 and has held it in 7 quarters since. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Oxford Wealth Group held 1,831 shares of Home Depot worth $646K as of Q2 2026.
  • Oxford Wealth Group bought 127 Home Depot shares in Q2 2026, an estimated $41.3K.
  • Home Depot made up 0.29% of Oxford Wealth Group's portfolio in Q2 2026, its #53 holding.
  • Oxford Wealth Group first reported a position in Home Depot in Q1 2024 and has held it in 7 quarters since.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

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