Essential Planning’s Home Depot HD Stock Holding History

Essential 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
2025 Q1	–	Sell	-3,976	Closed	-$1.62M	–	163
2024 Q4	$1.62M	Buy	+3,976	New	+$1.62M	0.01%	207

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Essential Planning's HD Position: Q1 2025 in Review

Essential Planning sold out of Home Depot (HD) in Q1 2025, closing a stake of 3,976 shares — an estimated $1.62M sold.

Essential Planning first reported a position in HD in Q4 2024 and held it in 1 quarter. The position peaked at $1.62M in Q4 2024. 3,994 funds tracked by Wall St. Rank hold HD as of Q1 2025.

Essential Planning reported no remaining Home Depot position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 3,976 Home Depot shares in Q1 2025, an estimated $1.62M.
Essential Planning first reported a position in Home Depot in Q4 2024 and held it in 1 quarter.
Essential Planning's Home Depot position peaked at $1.62M in Q4 2024.
3,994 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.