Estate Planners Group’s Home Depot HD Stock Holding History

Estate Planners Group’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	-326	Closed	-$112K	–	202
2025 Q4	$112K	Buy	+326	New	+$119K	0.05%	94

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Estate Planners Group's HD Position: Q1 2026 in Review

Estate Planners Group sold out of Home Depot (HD) in Q1 2026, closing a stake of 326 shares — an estimated $112K sold.

Estate Planners Group first reported a position in HD in Q4 2025 and held it in 1 quarter. The position peaked at $112K in Q4 2025. 4,134 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Estate Planners Group reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 326 Home Depot shares in Q1 2026, an estimated $112K.
Estate Planners Group first reported a position in Home Depot in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Home Depot position peaked at $112K in Q4 2025.
4,134 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.