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

Total Wealth Planning & 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 		$1.71M Buy
4,837
+228
+5% +$74.2K 1.15% 14
2026
Q1 		$1.52M Buy
4,609
+286
+7% +$104K 1.12% 13
2025
Q4 		$1.49M Buy
+4,323
New +$1.58M 1.1% 16
2025
Q2 		$1.6M Buy
4,370
+163
+4% +$59K 1.3% 10
2025
Q1 		$1.54M Sell
4,207
-71
-2% -$27.7K 1.46% 10
2024
Q4 		$1.66M Buy
+4,278
New +$1.75M 1.51% 10

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

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

Total Wealth Planning & Management increased its Home Depot (HD) stake by 4.9% in Q2 2026, buying an estimated $74.2K and bringing the position to 4,837 shares worth $1.71M. The position accounts for 1.15% of the portfolio, ranked #14.

Total Wealth Planning & Management first reported a position in HD in Q4 2024 and has held it in 6 quarters since. 4,100 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Total Wealth Planning & Management held 4,837 shares of Home Depot worth $1.71M as of Q2 2026.
  • Total Wealth Planning & Management bought 228 Home Depot shares in Q2 2026, an estimated $74.2K.
  • Home Depot made up 1.15% of Total Wealth Planning & Management's portfolio in Q2 2026, its #14 holding.
  • Total Wealth Planning & Management first reported a position in Home Depot in Q4 2024 and has held it in 6 quarters since.
  • 4,100 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.