Planning Strategies
HD icon

Planning Strategies’s Home Depot HD Stock Holding History

Planning Strategies’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 		$21.6K Buy
76
+38
+100% +$12.5K 0.01% 241
2026
Q2 		$13.4K Buy
+38
New +$12.4K 0.01% 289

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

Planning Strategies's HD Position: Q3 2026 in Review

Planning Strategies increased its Home Depot (HD) stake by 100% in Q3 2026, buying an estimated $12.5K and bringing the position to 76 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #241.

Planning Strategies first reported a position in HD in Q2 2026 and has held it in 2 quarters since. 3,517 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Planning Strategies held 76 shares of Home Depot worth $21.6K as of Q3 2026.
  • Planning Strategies bought 38 Home Depot shares in Q3 2026, an estimated $12.5K.
  • Home Depot made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #241 holding.
  • Planning Strategies first reported a position in Home Depot in Q2 2026 and has held it in 2 quarters since.
  • 3,517 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.