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Summit Wealth & Retirement Planning’s Home Depot HD Stock Holding History

Summit Wealth & Retirement 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
Q2 		$792K Sell
2,247
-321
-13% -$104K 0.17% 49
2026
Q1 		$845K Sell
2,568
-208
-7% -$75.8K 0.2% 42
2025
Q4 		$955K Hold
2,776
– – 0.22% 38
2025
Q3 		$1.12M Hold
2,776
– – 0.28% 35
2025
Q2 		$1.02M Buy
2,776
+1,245
+81% +$451K 0.27% 35
2025
Q1 		$561K Buy
1,531
+145
+10% +$56.5K 0.17% 42
2024
Q4 		$539K Buy
1,386
+152
+12% +$62.1K 0.17% 39
2024
Q3 		$500K Sell
1,234
-54
-4% -$19.7K 0.16% 41
2024
Q2 		$443K Sell
1,288
-34
-3% -$11.6K 0.15% 42
2024
Q1 		$507K Sell
1,322
-272
-17% -$99.4K 0.18% 34
2023
Q4 		$552K Buy
1,594
+210
+15% +$65K 0.23% 31
2023
Q3 		$418K Buy
1,384
+18
+1% +$5.79K 0.17% 40
2023
Q2 		$424K Sell
1,366
-1,004
-42% -$297K 0.17% 43
2023
Q1 		$699K Sell
2,370
-543
-19% -$166K 0.26% 43
2022
Q4 		$920K Buy
2,913
+329
+13% +$100K 0.37% 34
2022
Q3 		$713K Buy
2,584
+2
+0.1% +$590 0.28% 44
2022
Q2 		$708K Buy
+2,582
New +$762K 0.27% 48

Other funds holding HD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Wealth & Retirement Planning's HD Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Home Depot (HD) stake by 13% in Q2 2026, selling an estimated $104K and leaving 2,247 shares worth $792K. The position accounts for 0.17% of the portfolio, ranked #49.

Summit Wealth & Retirement Planning first reported a position in HD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.12M in Q3 2025. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Summit Wealth & Retirement Planning held 2,247 shares of Home Depot worth $792K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 321 Home Depot shares in Q2 2026, an estimated $104K.
  • Home Depot made up 0.17% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #49 holding.
  • Summit Wealth & Retirement Planning first reported a position in Home Depot in Q2 2022 and has held it in 17 quarters since.
  • Summit Wealth & Retirement Planning's Home Depot position peaked at $1.12M in Q3 2025.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.