Capital Planning
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Capital Planning’s Home Depot HD Stock Holding History

Capital Planning’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 		– Sell
-697
Closed -$246K – 87
2026
Q2 		$246K Sell
697
-65
-9% -$21.1K 0.07% 80
2026
Q1 		$251K Sell
762
-142
-16% -$51.7K 0.08% 74
2025
Q4 		$313K Sell
904
-43
-5% -$15.8K 0.09% 69
2025
Q3 		$384K Hold
947
– – 0.11% 60
2025
Q2 		$347K Sell
947
-1
-0.1% -$362 0.11% 56
2025
Q1 		$347K Sell
948
-126
-12% -$49.1K 0.1% 76
2024
Q4 		$418K Buy
1,074
+563
+110% +$230K 0.11% 69
2024
Q3 		$207K Buy
+511
New +$186K 0.06% 85
2023
Q4 		– Sell
-774
Closed -$234K – 75
2023
Q3 		$234K Hold
774
– – 0.09% 70
2023
Q2 		$240K Sell
774
-8
-1% -$2.36K 0.09% 69
2023
Q1 		$231K Hold
782
– – 0.1% 68
2022
Q4 		$247K Hold
782
– – 0.11% 72
2022
Q3 		$216K Sell
782
-381
-33% -$112K 0.12% 58
2022
Q2 		$319K Buy
1,163
+8
+0.7% +$2.36K 0.17% 52
2022
Q1 		$346K Hold
1,155
– – 0.13% 52
2021
Q4 		$479K Sell
1,155
-19
-2% -$7.23K 0.18% 54
2021
Q3 		$385K Hold
1,174
– – 0.16% 56
2021
Q2 		$374K Hold
1,174
– – 0.16% 55
2021
Q1 		$358K Hold
1,174
– – 0.16% 53
2020
Q4 		$312K Buy
+1,174
New +$323K 0.15% 58

Other funds holding HD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Capital Planning's HD Position: Q3 2026 in Review

Capital Planning sold out of Home Depot (HD) in Q3 2026, closing a stake of 697 shares — an estimated $246K sold.

Capital Planning first reported a position in HD in Q4 2020 and held it in 20 quarters. The position peaked at $479K in Q4 2021. 1,708 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Capital Planning reported no remaining Home Depot position as of Q3 2026 after selling out during the quarter.
  • Capital Planning sold 697 Home Depot shares in Q3 2026, an estimated $246K.
  • Capital Planning first reported a position in Home Depot in Q4 2020 and held it in 20 quarters.
  • Capital Planning's Home Depot position peaked at $479K in Q4 2021.
  • 1,708 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.