Creative Planning
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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
2026
Q1 		– Sell
-10,700
Closed -$41.1K – 4148
2025
Q4 		$41.1K Sell
10,700
-800
-7% -$293K ﹤0.01% 3817
2025
Q3 		$31.3K Sell
11,500
-17,100
-60% -$6.72M ﹤0.01% 3787
2025
Q2 		$175K Buy
28,600
+17,900
+167% +$6.48M ﹤0.01% 3279
2025
Q1 		$214K Sell
10,700
-10,100
-49% -$3.94M ﹤0.01% 3008
2024
Q4 		$1.87K Buy
+20,800
New +$8.5M ﹤0.01% 3468
2024
Q3 		– Sell
-800
Closed -$1.72K – 3249
2024
Q2 		$1.72K Sell
800
-15,100
-95% -$5.15M ﹤0.01% 3048
2024
Q1 		$6.2K Sell
15,900
-2,200
-12% -$804K ﹤0.01% 2880
2023
Q4 		$303 Hold
18,100
– – ﹤0.01% 2742
2023
Q3 		$24K Hold
18,100
– – ﹤0.01% 2577
2023
Q2 		$20K Hold
18,100
– – ﹤0.01% 2507
2023
Q1 		$88.3K Buy
+18,100
New +$5.55M ﹤0.01% 2279
2022
Q3 		– Sell
-3,600
Closed -$19K – 2371
2022
Q2 		$19K Buy
+3,600
New +$1.06M ﹤0.01% 2151
2021
Q2 		– Sell
-1,700
Closed -$1K – 2288
2021
Q1 		$1K Buy
+1,700
New +$469K ﹤0.01% 2587
2020
Q3 		– Sell
-1,900
Closed -$7K – 2197
2020
Q2 		$7K Buy
1,900
+1,100
+138% +$252K ﹤0.01% 1896
2020
Q1 		$19K Sell
800
-1,000
-56% -$220K ﹤0.01% 1726
2019
Q4 		$1K Sell
1,800
-200
-10% -$45.3K ﹤0.01% 1962
2019
Q3 		$1K Buy
2,000
+1,200
+150% +$262K ﹤0.01% 1971
2019
Q2 		$1K Buy
+800
New +$160K ﹤0.01% 1992
2019
Q1 		– Sell
-300
Closed -$1K – 2029
2018
Q4 		$1K Buy
+300
New +$53.8K ﹤0.01% 1924
2017
Q1 		– Sell
-1,400
Closed -$1K – 4760
2016
Q4 		$1K Sell
1,400
-300
-18% -$38.7K ﹤0.01% 4435
2016
Q3 		$1K Buy
+1,700
New +$227K ﹤0.01% 4379
2015
Q2 		– Sell
-1,000
Closed -$1K – 1880
2015
Q1 		$1K Buy
+1,000
New +$110K ﹤0.01% 4023

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.