LifePlan Investment Advisors’s Home Depot HD Stock Holding History

LifePlan Investment 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	$331K	Sell	939 -59	-6%	-$19.2K	0.11%	112
2026 Q1	$328K	Sell	998 -103	-9%	-$37.5K	0.13%	101
2025 Q4	$379K	Buy	1,101 +162	+17%	+$59.3K	0.15%	89
2025 Q3	$380K	Buy	939 +58	+7%	+$22.8K	0.16%	88
2025 Q2	$323K	Sell	881 -19	-2%	-$6.88K	0.16%	88
2025 Q1	$330K	Sell	900 -5	-0.6%	-$1.95K	0.19%	79
2024 Q4	$352K	Buy	905 +59	+7%	+$24.1K	0.22%	76
2024 Q3	$343K	Sell	846 -30	-3%	-$10.9K	0.22%	71
2024 Q2	$302K	Buy	876 +39	+5%	+$13.3K	0.22%	71
2024 Q1	$321K	Buy	837 +12	+1%	+$4.38K	0.26%	64
2023 Q4	$286K	Buy	825 +68	+9%	+$21.1K	0.26%	53
2023 Q3	$229K	Buy	+757	New	+$243K	0.24%	58

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LifePlan Investment Advisors reduced its Home Depot (HD) stake by 5.9% in Q2 2026, selling an estimated $19.2K and leaving 939 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #112.

LifePlan Investment Advisors first reported a position in HD in Q3 2023 and has held it in 12 quarters since. The position peaked at $380K in Q3 2025. 4,108 funds tracked by Wall St. Rank hold HD as of Q2 2026.

LifePlan Investment Advisors held 939 shares of Home Depot worth $331K as of Q2 2026.
LifePlan Investment Advisors sold 59 Home Depot shares in Q2 2026, an estimated $19.2K.
Home Depot made up 0.11% of LifePlan Investment Advisors's portfolio in Q2 2026, its #112 holding.
LifePlan Investment Advisors first reported a position in Home Depot in Q3 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's Home Depot position peaked at $380K in Q3 2025.
4,108 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.