Creative Planning
HD icon

Creative Planning’s Home Depot HD Stock Holding History

Creative 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
2023
Q4 		– Sell
-2,000
Closed -$1.3K – 2903
2023
Q3 		$1.3K Buy
+2,000
New +$643K ﹤0.01% 2826
2022
Q2 		– Sell
-100
Closed -$1K – 2393
2022
Q1 		$1K Buy
+100
New +$34.7K ﹤0.01% 2322
2021
Q2 		– Sell
-2,100
Closed -$21K – 2287
2021
Q1 		$21K Buy
2,100
+1,200
+133% +$331K ﹤0.01% 2430
2020
Q4 		$17K Buy
+900
New +$247K ﹤0.01% 2196
2020
Q1 		– Sell
-300
Closed -$1K – 1965
2019
Q4 		$1K Buy
+300
New +$67.9K ﹤0.01% 1961
2019
Q3 		– Sell
-300
Closed -$6K – 2039
2019
Q2 		$6K Sell
300
-200
-40% -$39.9K ﹤0.01% 1951
2019
Q1 		$9K Sell
500
-1,800
-78% -$330K ﹤0.01% 1883
2018
Q4 		$31K Buy
2,300
+400
+21% +$71.7K ﹤0.01% 1757
2018
Q3 		$15K Sell
1,900
-400
-17% -$80.5K ﹤0.01% 1968
2018
Q2 		$19K Sell
2,300
-1,400
-38% -$262K ﹤0.01% 1919
2018
Q1 		$14K Buy
+3,700
New +$694K ﹤0.01% 1915
2016
Q3 		– Sell
-400
Closed -$19K – 4642
2016
Q2 		$19K Buy
+400
New +$52.9K ﹤0.01% 2836
2016
Q1 		– Sell
-100
Closed -$2K – 4407
2015
Q4 		$2K Sell
100
-400
-80% -$50.9K ﹤0.01% 4023
2015
Q3 		$5K Buy
+500
New +$57.8K ﹤0.01% 3604
2015
Q2 		– Sell
-1,000
Closed -$10K – 1879
2015
Q1 		$10K Sell
1,000
-1,000
-50% -$110K ﹤0.01% 3186
2014
Q4 		$28K Buy
2,000
+1,000
+100% +$97.1K ﹤0.01% 2398
2014
Q3 		$17K Sell
1,000
-3,000
-75% -$257K ﹤0.01% 2633
2014
Q2 		$34K Buy
4,000
+3,000
+300% +$237K ﹤0.01% 2139
2014
Q1 		$7K Buy
+1,000
New +$79.5K ﹤0.01% 2923

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Creative Planning's HD Position: Q1 2026 in Review

Creative Planning increased its Home Depot (HD) stake by 5.7% in Q1 2026, buying an estimated $12.2M and bringing the position to 621,036 shares worth $204M. The position accounts for 0.14% of the portfolio, ranked #74.

Creative Planning first reported a position in HD in Q2 2013 and has held it in 52 quarters since. The position peaked at $248M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Creative Planning held 621,036 shares of Home Depot worth $204M as of Q1 2026.
  • Creative Planning bought 33,480 Home Depot shares in Q1 2026, an estimated $12.2M.
  • Home Depot made up 0.14% of Creative Planning's portfolio in Q1 2026, its #74 holding.
  • Creative Planning first reported a position in Home Depot in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Home Depot position peaked at $248M in Q3 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.