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Center for Financial Planning’s Home Depot HD Stock Holding History

Center for Financial 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
Q2 		$1.73M Sell
4,903
-32
-0.6% -$10.4K 0.16% 50
2026
Q1 		$1.62M Sell
4,935
-25
-0.5% -$9.11K 0.17% 52
2025
Q4 		$1.71M Sell
4,960
-29
-0.6% -$10.6K 0.18% 47
2025
Q3 		$2.02M Buy
4,989
+134
+3% +$52.7K 0.22% 39
2025
Q2 		$1.78M Buy
4,855
+23
+0.5% +$8.32K 0.2% 43
2025
Q1 		$1.77M Buy
4,832
+179
+4% +$69.8K 0.23% 43
2024
Q4 		$1.81M Buy
4,653
+24
+0.5% +$9.8K 0.24% 40
2024
Q3 		$1.88M Sell
4,629
-574
-11% -$209K 0.25% 35
2024
Q2 		$1.79M Buy
5,203
+62
+1% +$21.1K 0.26% 38
2024
Q1 		$1.97M Sell
5,141
-18
-0.3% -$6.58K 0.29% 32
2023
Q4 		$1.79M Buy
5,159
+1,035
+25% +$321K 0.33% 29
2023
Q3 		$1.25M Buy
4,124
+394
+11% +$127K 0.27% 40
2023
Q2 		$1.16M Buy
3,730
+44
+1% +$13K 0.24% 43
2023
Q1 		$1.09M Buy
3,686
+109
+3% +$33.4K 0.25% 42
2022
Q4 		$1.13M Buy
3,577
+228
+7% +$69.5K 0.27% 41
2022
Q3 		$924K Buy
3,349
+41
+1% +$12.1K 0.25% 48
2022
Q2 		$907K Buy
3,308
+68
+2% +$20.1K 0.23% 52
2022
Q1 		$970K Sell
3,240
-14
-0.4% -$4.86K 0.2% 55
2021
Q4 		$1.35M Buy
3,254
+56
+2% +$21.3K 0.28% 41
2021
Q3 		$1.05M Buy
3,198
+642
+25% +$211K 0.26% 46
2021
Q2 		$815K Buy
2,556
+4
+0.2% +$1.27K 0.2% 58
2021
Q1 		$779K Sell
2,552
-11
-0.4% -$3.03K 0.2% 57
2020
Q4 		$681K Buy
2,563
+50
+2% +$13.7K 0.19% 56
2020
Q3 		$698K Buy
2,513
+46
+2% +$12.5K 0.22% 49
2020
Q2 		$618K Buy
2,467
+473
+24% +$108K 0.22% 52
2020
Q1 		$372K Buy
1,994
+663
+50% +$146K 0.13% 71
2019
Q4 		$291K Buy
+1,331
New +$301K 0.07% 94

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 $3.38T AUM 44.17% 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

Center for Financial Planning's HD Position: Q2 2026 in Review

Center for Financial Planning reduced its Home Depot (HD) stake by 0.65% in Q2 2026, selling an estimated $10.4K and leaving 4,903 shares worth $1.73M. The position accounts for 0.16% of the portfolio, ranked #50.

Center for Financial Planning first reported a position in HD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.02M in Q3 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Center for Financial Planning held 4,903 shares of Home Depot worth $1.73M as of Q2 2026.
  • Center for Financial Planning sold 32 Home Depot shares in Q2 2026, an estimated $10.4K.
  • Home Depot made up 0.16% of Center for Financial Planning's portfolio in Q2 2026, its #50 holding.
  • Center for Financial Planning first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Home Depot position peaked at $2.02M in Q3 2025.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.