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Planning Alternatives’s Home Depot HD Stock Holding History

Planning Alternatives’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 		$621K Buy
1,761
+1,114
+172% +$362K 0.07% 63
2026
Q1 		$213K Sell
647
-658
-50% -$240K 0.03% 100
2025
Q4 		$449K Sell
1,305
-100
-7% -$36.6K 0.06% 60
2025
Q3 		$569K Buy
+1,405
New +$552K 0.07% 52
2025
Q2 		– Sell
-1,067
Closed -$391K – 83
2025
Q1 		$391K Buy
+1,067
New +$416K 0.06% 54

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

Planning Alternatives's HD Position: Q2 2026 in Review

Planning Alternatives increased its Home Depot (HD) stake by 172% in Q2 2026, buying an estimated $362K and bringing the position to 1,761 shares worth $621K. The position accounts for 0.07% of the portfolio, ranked #63.

Planning Alternatives first reported a position in HD in Q1 2025 and has held it in 5 quarters since. 4,088 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Planning Alternatives held 1,761 shares of Home Depot worth $621K as of Q2 2026.
  • Planning Alternatives bought 1,114 Home Depot shares in Q2 2026, an estimated $362K.
  • Home Depot made up 0.07% of Planning Alternatives's portfolio in Q2 2026, its #63 holding.
  • Planning Alternatives first reported a position in Home Depot in Q1 2025 and has held it in 5 quarters since.
  • 4,088 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.