Planning Center Inc’s Home Depot HD Stock Holding History

Planning Center Inc’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	$1.15M	Hold	3,248	–	–	0.11%	32
2026 Q1	$1.07M	Buy	3,248 +53	+2%	+$19.3K	0.11%	32
2025 Q4	$1.1M	Sell	3,195 -5	-0.2%	-$1.83K	0.11%	32
2025 Q3	$1.3M	Hold	3,200	–	–	0.14%	27
2025 Q2	$1.17M	Hold	3,200	–	–	0.13%	28
2025 Q1	$1.17M	Sell	3,200 -77	-2%	-$30K	0.14%	27
2024 Q4	$1.27M	Hold	3,277	–	–	0.16%	26
2024 Q3	$1.33M	Hold	3,277	–	–	0.16%	27
2024 Q2	$1.13M	Hold	3,277	–	–	0.15%	27
2024 Q1	$1.26M	Buy	3,277 +34	+1%	+$12.4K	0.27%	24
2023 Q4	$1.12M	Sell	3,243 -43	-1%	-$13.3K	0.26%	25
2023 Q3	$993K	Sell	3,286 -127	-4%	-$40.8K	0.26%	26
2023 Q2	$1.06M	Buy	3,413 +20	+0.6%	+$5.91K	0.27%	25
2023 Q1	$991K	Buy	3,393 +6	+0.2%	+$1.84K	0.27%	24
2022 Q4	$1.07M	Hold	3,387	–	–	0.33%	21
2022 Q3	$958K	Buy	3,387 +41	+1%	+$12.1K	0.76%	14
2022 Q2	$949K	Sell	3,346 -153	-4%	-$45.2K	0.75%	14
2022 Q1	$1.05M	Sell	3,499 -61	-2%	-$21.2K	3.01%	8
2021 Q4	$1.33M	Buy	+3,560	New	+$1.36M	1.06%	12

Other funds holding HD

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Center Inc's HD Position: Q2 2026 in Review

Planning Center Inc held its Home Depot (HD) position steady in Q2 2026 at 3,248 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #32.

Planning Center Inc first reported a position in HD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q4 2021. 2,052 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Planning Center Inc held 3,248 shares of Home Depot worth $1.15M as of Q2 2026.
Planning Center Inc left its Home Depot share count unchanged in Q2 2026.
Home Depot made up 0.11% of Planning Center Inc's portfolio in Q2 2026, its #32 holding.
Planning Center Inc first reported a position in Home Depot in Q4 2021 and has held it in 19 quarters since.
Planning Center Inc's Home Depot position peaked at $1.33M in Q4 2021.
2,052 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.