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Peak Retirement Planning’s Home Depot HD Stock Holding History

Peak Retirement 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
Q2 		$794K Buy
2,252
+288
+15% +$93.7K 0.13% 91
2026
Q1 		$646K Buy
1,964
+121
+7% +$44.1K 0.13% 93
2025
Q4 		$634K Buy
1,843
+156
+9% +$57.1K 0.15% 94
2025
Q3 		$684K Buy
1,687
+927
+122% +$364K 0.19% 86
2025
Q2 		$279K Buy
760
+119
+19% +$43.1K 0.11% 104
2025
Q1 		$235K Buy
641
+4
+0.6% +$1.56K 0.13% 102
2024
Q4 		$248K Buy
+637
New +$260K 0.17% 93

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peak Retirement Planning's HD Position: Q2 2026 in Review

Peak Retirement Planning increased its Home Depot (HD) stake by 15% in Q2 2026, buying an estimated $93.7K and bringing the position to 2,252 shares worth $794K. The position accounts for 0.13% of the portfolio, ranked #91.

Peak Retirement Planning first reported a position in HD in Q4 2024 and has held it in 7 quarters since. 4,079 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Peak Retirement Planning held 2,252 shares of Home Depot worth $794K as of Q2 2026.
  • Peak Retirement Planning bought 288 Home Depot shares in Q2 2026, an estimated $93.7K.
  • Home Depot made up 0.13% of Peak Retirement Planning's portfolio in Q2 2026, its #91 holding.
  • Peak Retirement Planning first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
  • 4,079 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.