Spectrum Planning & Advisory Services’s Home Depot HD Stock Holding History

Spectrum Planning & Advisory Services’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	$276K	Sell	784 -516	-40%	-$168K	0.12%	94
2026 Q1	$428K	Sell	1,300 -37	-3%	-$13.5K	0.21%	65
2025 Q4	$460K	Buy	1,337 +50	+4%	+$18.3K	0.24%	65
2025 Q3	$521K	Sell	1,287 -37	-3%	-$14.5K	0.29%	58
2025 Q2	$486K	Buy	+1,324	New	+$479K	0.31%	53

Other funds holding HD

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Spectrum Planning & Advisory Services's HD Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Home Depot (HD) stake by 40% in Q2 2026, selling an estimated $168K and leaving 784 shares worth $276K. The position accounts for 0.12% of the portfolio, ranked #94.

Spectrum Planning & Advisory Services first reported a position in HD in Q2 2025 and has held it in 5 quarters since. The position peaked at $521K in Q3 2025. 765 funds tracked by Wall St. Rank hold HD as of Q2 2026.

Spectrum Planning & Advisory Services held 784 shares of Home Depot worth $276K as of Q2 2026.
Spectrum Planning & Advisory Services sold 516 Home Depot shares in Q2 2026, an estimated $168K.
Home Depot made up 0.12% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #94 holding.
Spectrum Planning & Advisory Services first reported a position in Home Depot in Q2 2025 and has held it in 5 quarters since.
Spectrum Planning & Advisory Services's Home Depot position peaked at $521K in Q3 2025.
765 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.