Prism Planning Partners’s Home Depot HD Stock Holding History

Prism Planning Partners’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	–	Sell	-415	Closed	-$137K	–	41
2026 Q1	$137K	Sell	415 -300	-42%	-$109K	0.16%	37
2025 Q4	$246K	Buy	+715	New	+$262K	0.28%	40

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prism Planning Partners's HD Position: Q2 2026 in Review

Prism Planning Partners sold out of Home Depot (HD) in Q2 2026, closing a stake of 415 shares — an estimated $137K sold.

Prism Planning Partners first reported a position in HD in Q4 2025 and held it in 2 quarters. The position peaked at $246K in Q4 2025. 4,111 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Prism Planning Partners reported no remaining Home Depot position as of Q2 2026 after selling out during the quarter.
Prism Planning Partners sold 415 Home Depot shares in Q2 2026, an estimated $137K.
Prism Planning Partners first reported a position in Home Depot in Q4 2025 and held it in 2 quarters.
Prism Planning Partners's Home Depot position peaked at $246K in Q4 2025.
4,111 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.