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Asset Planning Inc’s Home Depot HD Stock Holding History

Asset Planning Inc’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 		$777K Buy
2,204
+264
+14% +$85.9K 0.5% 39
2026
Q1 		$638K Buy
1,940
+88
+5% +$32.1K 0.45% 40
2025
Q4 		$637K Sell
1,852
-92
-5% -$33.7K 0.45% 40
2025
Q3 		$788K Buy
1,944
+9
+0.5% +$3.54K 0.57% 37
2025
Q2 		$709K Buy
1,935
+61
+3% +$22.1K 0.53% 38
2025
Q1 		$687K Buy
1,874
+111
+6% +$43.3K 0.54% 35
2024
Q4 		$686K Buy
+1,763
New +$720K 0.52% 38

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

Asset Planning Inc's HD Position: Q2 2026 in Review

Asset Planning Inc increased its Home Depot (HD) stake by 14% in Q2 2026, buying an estimated $85.9K and bringing the position to 2,204 shares worth $777K. The position accounts for 0.5% of the portfolio, ranked #39.

Asset Planning Inc first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $788K in Q3 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Asset Planning Inc held 2,204 shares of Home Depot worth $777K as of Q2 2026.
  • Asset Planning Inc bought 264 Home Depot shares in Q2 2026, an estimated $85.9K.
  • Home Depot made up 0.5% of Asset Planning Inc's portfolio in Q2 2026, its #39 holding.
  • Asset Planning Inc first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Home Depot position peaked at $788K in Q3 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.