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Holistic Planning’s Home Depot HD Stock Holding History

Holistic 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 		$626K Sell
1,776
-25
-1% -$8.13K 0.1% 182
2026
Q1 		$592K Sell
1,801
-20
-1% -$7.29K 0.12% 160
2025
Q4 		$627K Buy
1,821
+649
+55% +$238K 0.13% 138
2025
Q3 		$475K Buy
1,172
+123
+12% +$48.4K 0.12% 131
2025
Q2 		$385K Buy
1,049
+227
+28% +$82.1K 0.11% 147
2025
Q1 		$301K Buy
822
+34
+4% +$13.3K 0.1% 140
2024
Q4 		$307K Buy
788
+54
+7% +$22.1K 0.11% 129
2024
Q3 		$297K Buy
734
+179
+32% +$65.3K 0.13% 114
2024
Q2 		$213K Hold
555
– – 0.16% 108
2024
Q1 		$213K Buy
+555
New +$203K 0.16% 109

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 $3.37T AUM 44.26% 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

Holistic Planning's HD Position: Q2 2026 in Review

Holistic Planning reduced its Home Depot (HD) stake by 1.4% in Q2 2026, selling an estimated $8.13K and leaving 1,776 shares worth $626K. The position accounts for 0.1% of the portfolio, ranked #182.

Holistic Planning first reported a position in HD in Q1 2024 and has held it in 10 quarters since. The position peaked at $627K in Q4 2025. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Holistic Planning held 1,776 shares of Home Depot worth $626K as of Q2 2026.
  • Holistic Planning sold 25 Home Depot shares in Q2 2026, an estimated $8.13K.
  • Home Depot made up 0.1% of Holistic Planning's portfolio in Q2 2026, its #182 holding.
  • Holistic Planning first reported a position in Home Depot in Q1 2024 and has held it in 10 quarters since.
  • Holistic Planning's Home Depot position peaked at $627K in Q4 2025.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.