Spartan Planning & Wealth Management’s Home Depot HD Stock Holding History

Spartan Planning & Wealth Management’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	$378K	Buy	+1,071	New	+$348K	0.25%	59
2026 Q1	–	Sell	-786	Closed	-$270K	–	79
2025 Q4	$270K	Sell	786 -1,894	-71%	-$694K	0.2%	70
2025 Q3	$1.09M	Buy	2,680 +1,897	+242%	+$746K	0.85%	24
2025 Q2	$287K	Buy	+783	New	+$283K	0.25%	68
2025 Q1	–	Sell	-2,031	Closed	-$790K	–	75
2024 Q4	$790K	Buy	+2,031	New	+$830K	0.72%	29
2023 Q4	$611K	Buy	1,764 +490	+38%	+$152K	0.65%	28
2023 Q3	$385K	Buy	+1,274	New	+$410K	0.45%	33
2022 Q4	$889K	Buy	+2,814	New	+$857K	1.11%	14

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

Spartan Planning & Wealth Management's HD Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in Home Depot (HD) in Q2 2026: 1,071 shares worth $378K. The stake represents 0.25% of the portfolio and ranks #59 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in HD as recently as Q4 2025.

Spartan Planning & Wealth Management first reported a position in HD in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Spartan Planning & Wealth Management held 1,071 shares of Home Depot worth $378K as of Q2 2026.
Home Depot was a new Spartan Planning & Wealth Management position in Q2 2026.
Home Depot made up 0.25% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #59 holding.
Spartan Planning & Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 8 quarters since.
Spartan Planning & Wealth Management's Home Depot position peaked at $1.09M in Q3 2025.
4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.