Retirement Planning Group (New York)’s Home Depot HD Stock Holding History

Retirement Planning Group (New York)’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 Q1	$1.09M	Buy	3,314 +6	+0.2%	+$2.19K	0.7%	30
2025 Q4	$1.14M	Buy	3,308 +6	+0.2%	+$2.2K	0.78%	30
2025 Q3	$1.34M	Buy	3,302 +106	+3%	+$41.7K	1%	27
2025 Q2	$1.17M	Buy	3,196 +5	+0.2%	+$1.81K	1.03%	27
2025 Q1	$1.17M	Buy	3,191 +37	+1%	+$14.4K	1.19%	24
2024 Q4	$1.23M	Buy	+3,154	New	+$1.29M	1.35%	23

Other funds holding HD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Retirement Planning Group (New York)'s HD Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Home Depot (HD) stake by 0.18% in Q1 2026, buying an estimated $2.19K and bringing the position to 3,314 shares worth $1.09M. The position accounts for 0.7% of the portfolio, ranked #30.

Retirement Planning Group (New York) first reported a position in HD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Retirement Planning Group (New York) held 3,314 shares of Home Depot worth $1.09M as of Q1 2026.
Retirement Planning Group (New York) bought 6 Home Depot shares in Q1 2026, an estimated $2.19K.
Home Depot made up 0.7% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #30 holding.
Retirement Planning Group (New York) first reported a position in Home Depot in Q4 2024 and has held it in 6 quarters since.
Retirement Planning Group (New York)'s Home Depot position peaked at $1.34M in Q3 2025.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.