OFC Financial Planning’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$460K Hold
1,303
0.41% 43
2026
Q1
$429K Hold
1,303
0.42% 43
2025
Q4
$448K Hold
1,303
0.43% 44
2025
Q3
$528K Sell
1,303
-75
-5% -$29.5K 0.52% 42
2025
Q2
$505K Hold
1,378
0.54% 41
2025
Q1
$505K Hold
1,378
0.57% 42
2024
Q4
$536K Buy
+1,378
New +$563K 0.57% 41

Other funds holding HD

OFC Financial Planning's HD Position: Q2 2026 in Review

OFC Financial Planning held its Home Depot (HD) position steady in Q2 2026 at 1,303 shares worth $460K. The position accounts for 0.41% of the portfolio, ranked #43.

OFC Financial Planning first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q4 2024. 2,853 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • OFC Financial Planning held 1,303 shares of Home Depot worth $460K as of Q2 2026.
  • OFC Financial Planning left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.41% of OFC Financial Planning's portfolio in Q2 2026, its #43 holding.
  • OFC Financial Planning first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • OFC Financial Planning's Home Depot position peaked at $536K in Q4 2024.
  • 2,853 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.