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Plotkin Financial Advisors’s Home Depot HD Stock Holding History

Plotkin Financial Advisors’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 		$528K Hold
1,496
– – 0.22% 60
2026
Q1 		$492K Buy
1,496
+5
+0.3% +$1.82K 0.25% 56
2025
Q4 		$513K Sell
1,491
-19
-1% -$6.96K 0.25% 59
2025
Q3 		$612K Hold
1,510
– – 0.3% 52
2025
Q2 		$554K Hold
1,510
– – 0.31% 52
2025
Q1 		$554K Buy
1,510
+13
+0.9% +$5.07K 0.34% 45
2024
Q4 		$583K Sell
1,497
-1
-0.1% -$409 0.35% 41
2024
Q3 		$607K Hold
1,498
– – 0.36% 40
2024
Q2 		$516K Hold
1,498
– – 0.33% 44
2024
Q1 		$574K Hold
1,498
– – 0.38% 43
2023
Q4 		$519K Hold
1,498
– – 0.39% 43
2023
Q3 		$453K Hold
1,498
– – 0.4% 44
2023
Q2 		$465K Hold
1,498
– – 0.39% 43
2023
Q1 		$442K Hold
1,498
– – 0.41% 40
2022
Q4 		$473K Hold
1,498
– – 0.48% 38
2022
Q3 		$413K Buy
1,498
+150
+11% +$44.3K 0.42% 41
2022
Q2 		$370K Hold
1,348
– – 0.35% 45
2022
Q1 		$403K Buy
1,348
+3
+0.2% +$1.04K 0.28% 52
2021
Q4 		$558K Sell
1,345
-13
-1% -$4.95K 0.35% 47
2021
Q3 		$446K Hold
1,358
– – 0.27% 60
2021
Q2 		$433K Buy
1,358
+222
+20% +$70.6K 0.24% 63
2021
Q1 		$347K Buy
1,136
+13
+1% +$3.58K 0.21% 52
2020
Q4 		$298K Hold
1,123
– – 0.2% 50
2020
Q3 		$312K Sell
1,123
-30
-3% -$8.13K 0.34% 47
2020
Q2 		$289K Sell
1,153
-269
-19% -$61.6K 0.25% 49
2020
Q1 		$266K Hold
1,422
– – 0.32% 44
2019
Q4 		$311K Buy
+1,422
New +$322K 0.29% 49

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

Plotkin Financial Advisors's HD Position: Q2 2026 in Review

Plotkin Financial Advisors held its Home Depot (HD) position steady in Q2 2026 at 1,496 shares worth $528K. The position accounts for 0.22% of the portfolio, ranked #60.

Plotkin Financial Advisors first reported a position in HD in Q4 2019 and has held it in 27 quarters since. The position peaked at $612K in Q3 2025. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Plotkin Financial Advisors held 1,496 shares of Home Depot worth $528K as of Q2 2026.
  • Plotkin Financial Advisors left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.22% of Plotkin Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • Plotkin Financial Advisors first reported a position in Home Depot in Q4 2019 and has held it in 27 quarters since.
  • Plotkin Financial Advisors's Home Depot position peaked at $612K in Q3 2025.
  • 4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.