SFP
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Sterling Financial Planning’s Home Depot HD Stock Holding History

Sterling Financial Planning’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 		$283K Buy
860
+3
+0.4% +$1.09K 0.08% 95
2025
Q4 		$295K Buy
857
+2
+0.2% +$733 0.09% 91
2025
Q3 		$346K Buy
855
+2
+0.2% +$786 0.11% 83
2025
Q2 		$313K Sell
853
-25
-3% -$9.05K 0.1% 84
2025
Q1 		$322K Sell
878
-29
-3% -$11.3K 0.12% 81
2024
Q4 		$353K Sell
907
-383
-30% -$156K 0.13% 80
2024
Q3 		$523K Sell
1,290
-82
-6% -$29.9K 0.19% 72
2024
Q2 		$472K Buy
1,372
+2
+0.1% +$682 0.19% 73
2024
Q1 		$525K Sell
1,370
-39
-3% -$14.2K 0.21% 67
2023
Q4 		$488K Buy
1,409
+102
+8% +$31.6K 0.21% 71
2023
Q3 		$395K Sell
1,307
-17
-1% -$5.47K 0.2% 71
2023
Q2 		$411K Buy
1,324
+42
+3% +$12.4K 0.2% 68
2023
Q1 		$378K Buy
1,282
+2
+0.2% +$613 0.21% 68
2022
Q4 		$404K Buy
1,280
+2
+0.2% +$609 0.24% 64
2022
Q3 		$353K Buy
1,278
+3
+0.2% +$886 0.25% 64
2022
Q2 		$350K Sell
1,275
-7
-0.5% -$2.07K 0.25% 62
2022
Q1 		$384K Buy
1,282
+2
+0.2% +$694 0.24% 61
2021
Q4 		$531K Sell
1,280
-13
-1% -$4.95K 0.33% 54
2021
Q3 		$425K Sell
1,293
-45
-3% -$14.8K 0.27% 54
2021
Q2 		$427K Sell
1,338
-29
-2% -$9.22K 0.28% 52
2021
Q1 		$417K Sell
1,367
-92
-6% -$25.4K 0.3% 49
2020
Q4 		$387K Buy
+1,459
New +$401K 0.31% 46

Other funds holding HD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sterling Financial Planning's HD Position: Q1 2026 in Review

Sterling Financial Planning increased its Home Depot (HD) stake by 0.35% in Q1 2026, buying an estimated $1.09K and bringing the position to 860 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #95.

Sterling Financial Planning first reported a position in HD in Q4 2020 and has held it in 22 quarters since. The position peaked at $531K in Q4 2021. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Sterling Financial Planning held 860 shares of Home Depot worth $283K as of Q1 2026.
  • Sterling Financial Planning bought 3 Home Depot shares in Q1 2026, an estimated $1.09K.
  • Home Depot made up 0.08% of Sterling Financial Planning's portfolio in Q1 2026, its #95 holding.
  • Sterling Financial Planning first reported a position in Home Depot in Q4 2020 and has held it in 22 quarters since.
  • Sterling Financial Planning's Home Depot position peaked at $531K in Q4 2021.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.