SPL
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Superior Planning, LLC’s Home Depot HD Stock Holding History

Superior Planning, LLC’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
Q3 		$943K Buy
+3,315
New +$1.09M 0.39% 50

Other funds holding HD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's HD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Home Depot (HD) in Q3 2026: 3,315 shares worth $943K. The stake represents 0.39% of the portfolio and ranks #50 among its holdings.

3,051 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Superior Planning, LLC held 3,315 shares of Home Depot worth $943K as of Q3 2026.
  • Home Depot was a new Superior Planning, LLC position in Q3 2026.
  • Home Depot made up 0.39% of Superior Planning, LLC's portfolio in Q3 2026, its #50 holding.
  • 3,051 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.