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Phillips Wealth Planners’s Home Depot HD Stock Holding History

Phillips Wealth Planners’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 		$1.31M Buy
3,804
+31
+0.8% +$10.1K 0.97% 23
2026
Q1 		$1.17M Sell
3,773
-279
-7% -$102K 0.88% 29
2025
Q4 		$1.56M Buy
4,052
+361
+10% +$132K 1.25% 14
2025
Q3 		$1.44M Buy
3,691
+388
+12% +$153K 1.19% 13
2025
Q2 		$1.21M Buy
3,303
+128
+4% +$46.3K 1.1% 21
2025
Q1 		$1.12M Sell
3,175
-436
-12% -$170K 1.19% 17
2024
Q4 		$1.41M Sell
3,611
-18
-0.5% -$7.35K 1.41% 10
2024
Q3 		$1.52M Sell
3,629
-138
-4% -$50.3K 1.46% 7
2024
Q2 		$1.3M Buy
3,767
+146
+4% +$49.8K 1.37% 11
2024
Q1 		$1.21M Buy
3,621
+301
+9% +$110K 1.39% 11
2023
Q4 		$1.19M Buy
3,320
+176
+6% +$54.5K 1.43% 11
2023
Q3 		$902K Buy
3,144
+71
+2% +$22.8K 1.22% 19
2023
Q2 		$955K Sell
3,073
-228
-7% -$67.4K 1.25% 19
2023
Q1 		$983K Sell
3,301
-491
-13% -$151K 1.3% 16
2022
Q4 		$1.23M Buy
+3,792
New +$1.16M 2.14% 8

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

Phillips Wealth Planners's HD Position: Q2 2026 in Review

Phillips Wealth Planners increased its Home Depot (HD) stake by 0.82% in Q2 2026, buying an estimated $10.1K and bringing the position to 3,804 shares worth $1.31M. The position accounts for 0.97% of the portfolio, ranked #23.

Phillips Wealth Planners first reported a position in HD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.56M in Q4 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Phillips Wealth Planners held 3,804 shares of Home Depot worth $1.31M as of Q2 2026.
  • Phillips Wealth Planners bought 31 Home Depot shares in Q2 2026, an estimated $10.1K.
  • Home Depot made up 0.97% of Phillips Wealth Planners's portfolio in Q2 2026, its #23 holding.
  • Phillips Wealth Planners first reported a position in Home Depot in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Home Depot position peaked at $1.56M in Q4 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.