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PlanVest Financial’s Home Depot HD Stock Holding History

PlanVest Financial’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 		$113K Sell
322
-26
-7% -$8.46K 0.08% 143
2026
Q1 		$114K Buy
+348
New +$127K 0.09% 126

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

PlanVest Financial's HD Position: Q2 2026 in Review

PlanVest Financial reduced its Home Depot (HD) stake by 7.5% in Q2 2026, selling an estimated $8.46K and leaving 322 shares worth $113K. The position accounts for 0.08% of the portfolio, ranked #143.

PlanVest Financial first reported a position in HD in Q1 2026 and has held it in 2 quarters since. The position peaked at $114K in Q1 2026. 3,939 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • PlanVest Financial held 322 shares of Home Depot worth $113K as of Q2 2026.
  • PlanVest Financial sold 26 Home Depot shares in Q2 2026, an estimated $8.46K.
  • Home Depot made up 0.08% of PlanVest Financial's portfolio in Q2 2026, its #143 holding.
  • PlanVest Financial first reported a position in Home Depot in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Home Depot position peaked at $114K in Q1 2026.
  • 3,939 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.