Elser Financial Planning’s Home Depot HD Stock Holding History

Elser 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	$238K	Sell	675 -45	-6%	-$14.6K	0.01%	115
2026 Q1	$231K	Buy	720 +16	+2%	+$5.83K	0.01%	123
2025 Q4	$242K	Sell	704 -17	-2%	-$6.23K	0.18%	71
2025 Q3	$285K	Sell	721 -4	-0.6%	-$1.57K	0.34%	55
2025 Q2	$266K	Buy	725 +7	+1%	+$2.53K	0.33%	56
2025 Q1	$263K	Buy	718 +81	+13%	+$31.6K	0.36%	52
2024 Q4	$248K	Buy	637 +22	+4%	+$8.99K	0.01%	95
2024 Q3	$249K	Buy	+615	New	+$224K	0.36%	49

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

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

Elser Financial Planning reduced its Home Depot (HD) stake by 6.3% in Q2 2026, selling an estimated $14.6K and leaving 675 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #115.

Elser Financial Planning first reported a position in HD in Q3 2024 and has held it in 8 quarters since. The position peaked at $285K in Q3 2025. 4,081 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Elser Financial Planning held 675 shares of Home Depot worth $238K as of Q2 2026.
Elser Financial Planning sold 45 Home Depot shares in Q2 2026, an estimated $14.6K.
Home Depot made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #115 holding.
Elser Financial Planning first reported a position in Home Depot in Q3 2024 and has held it in 8 quarters since.
Elser Financial Planning's Home Depot position peaked at $285K in Q3 2025.
4,081 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.