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 Q3	$1.36M	Sell	4,776 -61	-1%	-$20K	1.01%	20
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Total Wealth Planning & Management's HD Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Home Depot (HD) stake by 1.3% in Q3 2026, selling an estimated $20K and leaving 4,776 shares worth $1.36M. The position accounts for 1.01% of the portfolio, ranked #20.

Total Wealth Planning & Management first reported a position in HD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q2 2026. 1,284 funds tracked by Wall St. Rank hold HD as of Q3 2026.

Total Wealth Planning & Management held 4,776 shares of Home Depot worth $1.36M as of Q3 2026.
Total Wealth Planning & Management sold 61 Home Depot shares in Q3 2026, an estimated $20K.
Home Depot made up 1.01% of Total Wealth Planning & Management's portfolio in Q3 2026, its #20 holding.
Total Wealth Planning & Management first reported a position in Home Depot in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's Home Depot position peaked at $1.71M in Q2 2026.
1,284 funds tracked by Wall St. Rank held Home Depot as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.