JRPIM
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Journey Retirement Planning & Investment Management’s Home Depot HD Stock Holding History

Journey Retirement Planning & Investment Management’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 		$737K Sell
2,091
-109
-5% -$35.5K 0.57% 44
2026
Q1 		$724K Sell
2,200
-6,640
-75% -$2.42M 0.64% 44
2025
Q4 		$3.04M Buy
+8,840
New +$3.24M 0.62% 38

Other funds holding HD

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Journey Retirement Planning & Investment Management's HD Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Home Depot (HD) stake by 5% in Q2 2026, selling an estimated $35.5K and leaving 2,091 shares worth $737K. The position accounts for 0.57% of the portfolio, ranked #44.

Journey Retirement Planning & Investment Management first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.04M in Q4 2025. 2,432 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 2,091 shares of Home Depot worth $737K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 109 Home Depot shares in Q2 2026, an estimated $35.5K.
  • Home Depot made up 0.57% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #44 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Home Depot position peaked at $3.04M in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.