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Avantax Planning Partners’s Home Depot HD Stock Holding History

Avantax Planning Partners’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
2020
Q1 		– Sell
-900
Closed -$2K – 291
2019
Q4 		$2K Buy
+900
New +$204K ﹤0.01% 307

Other funds holding HD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Avantax Planning Partners's HD Position: Q2 2026 in Review

Avantax Planning Partners reduced its Home Depot (HD) stake by 3.1% in Q2 2026, selling an estimated $290K and leaving 27,942 shares worth $9.85M. The position accounts for 0.25% of the portfolio, ranked #67.

Avantax Planning Partners first reported a position in HD in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.3M in Q3 2025. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Avantax Planning Partners held 27,942 shares of Home Depot worth $9.85M as of Q2 2026.
  • Avantax Planning Partners sold 891 Home Depot shares in Q2 2026, an estimated $290K.
  • Home Depot made up 0.25% of Avantax Planning Partners's portfolio in Q2 2026, its #67 holding.
  • Avantax Planning Partners first reported a position in Home Depot in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Home Depot position peaked at $12.3M in Q3 2025.
  • 2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.