OFC Financial Planning
HD icon

OFC Financial Planning’s Home Depot HD Stock Holding History

OFC Financial 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
Q3 		$371K Hold
1,303
– – 0.32% 46
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

OFC Financial Planning's HD Position: Q3 2026 in Review

OFC Financial Planning held its Home Depot (HD) position steady in Q3 2026 at 1,303 shares worth $371K. The position accounts for 0.32% of the portfolio, ranked #46.

OFC Financial Planning first reported a position in HD in Q4 2024 and has held it in 8 quarters since. The position peaked at $536K in Q4 2024. 3,517 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • OFC Financial Planning held 1,303 shares of Home Depot worth $371K as of Q3 2026.
  • OFC Financial Planning left its Home Depot share count unchanged in Q3 2026.
  • Home Depot made up 0.32% of OFC Financial Planning's portfolio in Q3 2026, its #46 holding.
  • OFC Financial Planning first reported a position in Home Depot in Q4 2024 and has held it in 8 quarters since.
  • OFC Financial Planning's Home Depot position peaked at $536K in Q4 2024.
  • 3,517 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.