FWP
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Falcon Wealth Planning’s Home Depot HD Stock Holding History

Falcon Wealth 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 		$1.8M Buy
5,102
+433
+9% +$141K 0.11% 65
2026
Q1 		$1.54M Buy
4,669
+8
+0.2% +$2.92K 0.1% 61
2025
Q4 		$1.6M Sell
4,661
-57
-1% -$20.9K 0.14% 58
2025
Q3 		$1.91M Buy
4,718
+1,336
+40% +$525K 0.17% 52
2025
Q2 		$1.24M Buy
3,382
+178
+6% +$64.4K 0.13% 63
2025
Q1 		$1.17M Buy
3,204
+89
+3% +$34.7K 0.13% 62
2024
Q4 		$1.21M Buy
3,115
+23
+0.7% +$9.4K 0.14% 61
2024
Q3 		$1.25M Sell
3,092
-129
-4% -$47.1K 0.15% 58
2024
Q2 		$1.11M Buy
3,221
+73
+2% +$24.9K 0.14% 54
2024
Q1 		$1.21M Buy
3,148
+450
+17% +$164K 0.19% 50
2023
Q4 		$935K Buy
2,698
+1,671
+163% +$517K 0.16% 51
2023
Q3 		$310K Sell
1,027
-37
-3% -$11.9K 0.07% 81
2023
Q2 		$330K Buy
1,064
+64
+6% +$18.9K 0.07% 78
2023
Q1 		$295K Buy
1,000
+1
+0.1% +$307 0.07% 74
2022
Q4 		$316K Sell
999
-17
-2% -$5.18K 0.09% 69
2022
Q3 		$280K Buy
1,016
+18
+2% +$5.31K 0.09% 74
2022
Q2 		$274K Buy
998
+40
+4% +$11.8K 0.09% 71
2022
Q1 		$287K Sell
958
-56
-6% -$19.4K 0.09% 66
2021
Q4 		$421K Buy
1,014
+101
+11% +$38.5K 0.14% 50
2021
Q3 		$300K Buy
913
+208
+30% +$68.3K 0.11% 54
2021
Q2 		$225K Buy
705
+1
+0.1% +$318 0.1% 59
2021
Q1 		$215K Buy
+704
New +$194K 0.11% 55

Other funds holding HD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return