Prism Planning Partners
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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
Q3 		$106K Buy
+373
New +$122K 0.1% 48
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

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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

Prism Planning Partners's HD Position: Q3 2026 in Review

Prism Planning Partners opened a new position in Home Depot (HD) in Q3 2026: 373 shares worth $106K. The stake represents 0.1% of the portfolio and ranks #48 among its holdings. This is a return to the name: Prism Planning Partners previously reported a position in HD as recently as Q1 2026.

Prism Planning Partners first reported a position in HD in Q4 2025 and has held it in 3 quarters since. The position peaked at $246K in Q4 2025. 3,517 funds tracked by Wall St. Rank hold HD as of Q3 2026.

  • Prism Planning Partners held 373 shares of Home Depot worth $106K as of Q3 2026.
  • Home Depot was a new Prism Planning Partners position in Q3 2026.
  • Home Depot made up 0.1% of Prism Planning Partners's portfolio in Q3 2026, its #48 holding.
  • Prism Planning Partners first reported a position in Home Depot in Q4 2025 and has held it in 3 quarters since.
  • Prism Planning Partners's Home Depot position peaked at $246K in Q4 2025.
  • 3,517 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.