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 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 $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

Spartan Planning & Wealth Management's HD Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of Home Depot (HD) in Q1 2026, closing a stake of 786 shares — an estimated $270K sold.

Spartan Planning & Wealth Management first reported a position in HD in Q4 2022 and held it in 7 quarters. The position peaked at $1.09M in Q3 2025. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Spartan Planning & Wealth Management reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
Spartan Planning & Wealth Management sold 786 Home Depot shares in Q1 2026, an estimated $270K.
Spartan Planning & Wealth Management first reported a position in Home Depot in Q4 2022 and held it in 7 quarters.
Spartan Planning & Wealth Management's Home Depot position peaked at $1.09M in Q3 2025.
4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.