IPA
HD icon

Investment Planning Advisors’s Home Depot HD Stock Holding History

Investment Planning Advisors’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 		$449K Buy
1,274
+243
+24% +$79.1K 0.1% 77
2026
Q1 		$339K Buy
1,031
+255
+33% +$92.9K 0.09% 79
2025
Q4 		$267K Buy
776
+74
+11% +$27.1K 0.08% 83
2025
Q3 		$285K Buy
702
+145
+26% +$57K 0.09% 75
2025
Q2 		$204K Buy
+557
New +$202K 0.07% 78

Other funds holding HD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Investment Planning Advisors's HD Position: Q2 2026 in Review

Investment Planning Advisors increased its Home Depot (HD) stake by 24% in Q2 2026, buying an estimated $79.1K and bringing the position to 1,274 shares worth $449K. The position accounts for 0.1% of the portfolio, ranked #77.

Investment Planning Advisors first reported a position in HD in Q2 2025 and has held it in 5 quarters since. 2,609 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Investment Planning Advisors held 1,274 shares of Home Depot worth $449K as of Q2 2026.
  • Investment Planning Advisors bought 243 Home Depot shares in Q2 2026, an estimated $79.1K.
  • Home Depot made up 0.1% of Investment Planning Advisors's portfolio in Q2 2026, its #77 holding.
  • Investment Planning Advisors first reported a position in Home Depot in Q2 2025 and has held it in 5 quarters since.
  • 2,609 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.