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BFC Planning, Inc.’s Home Depot HD Stock Holding History

BFC Planning, Inc.’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 		$11.5M Sell
32,569
-268
-0.8% -$87.2K 0.47% 36
2026
Q1 		$10.8M Buy
32,837
+1,548
+5% +$564K 0.48% 32
2025
Q4 		$10.8M Buy
31,289
+10,535
+51% +$3.86M 0.48% 37
2025
Q3 		$8.41M Buy
20,754
+227
+1% +$89.3K 0.61% 27
2025
Q2 		$7.53M Buy
20,527
+609
+3% +$220K 0.59% 28
2025
Q1 		$7.3M Sell
19,918
-50
-0.3% -$19.5K 0.64% 25
2024
Q4 		$7.77M Buy
+19,968
New +$8.16M 0.65% 23

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFC Planning, Inc.'s HD Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Home Depot (HD) stake by 0.82% in Q2 2026, selling an estimated $87.2K and leaving 32,569 shares worth $11.5M. The position accounts for 0.47% of the portfolio, ranked #36.

BFC Planning, Inc. first reported a position in HD in Q4 2024 and has held it in 7 quarters since. 4,130 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • BFC Planning, Inc. held 32,569 shares of Home Depot worth $11.5M as of Q2 2026.
  • BFC Planning, Inc. sold 268 Home Depot shares in Q2 2026, an estimated $87.2K.
  • Home Depot made up 0.47% of BFC Planning, Inc.'s portfolio in Q2 2026, its #36 holding.
  • BFC Planning, Inc. first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • 4,130 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.