Comprehensive Financial Planning’s Home Depot HD Stock Holding History

Comprehensive 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	$74.8K	Buy	212 +1	+0.5%	+$325	0.04%	156
2026 Q1	$69.5K	Sell	211 -186	-47%	-$67.8K	0.05%	141
2025 Q4	$137K	Hold	397	–	–	0.09%	113
2025 Q3	$161K	Hold	397	–	–	0.11%	109
2025 Q2	$145K	Buy	397 +2	+0.5%	+$724	0.11%	109
2025 Q1	$145K	Hold	395	–	–	0.14%	89
2024 Q4	$154K	Buy	+395	New	+$161K	0.13%	103

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Comprehensive Financial Planning's HD Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Home Depot (HD) stake by 0.47% in Q2 2026, buying an estimated $325 and bringing the position to 212 shares worth $74.8K. The position accounts for 0.04% of the portfolio, ranked #156.

Comprehensive Financial Planning first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $161K in Q3 2025. 4,077 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Comprehensive Financial Planning held 212 shares of Home Depot worth $74.8K as of Q2 2026.
Comprehensive Financial Planning bought 1 Home Depot share in Q2 2026, an estimated $325.
Home Depot made up 0.04% of Comprehensive Financial Planning's portfolio in Q2 2026, its #156 holding.
Comprehensive Financial Planning first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Home Depot position peaked at $161K in Q3 2025.
4,077 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.