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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Total Wealth Planning & Management's HD Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Home Depot (HD) stake by 6.6% in Q1 2026, buying an estimated $104K and bringing the position to 4,609 shares worth $1.52M. The position accounts for 1.12% of the portfolio, ranked #13.

Total Wealth Planning & Management first reported a position in HD in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.66M in Q4 2024. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

Total Wealth Planning & Management held 4,609 shares of Home Depot worth $1.52M as of Q1 2026.
Total Wealth Planning & Management bought 286 Home Depot shares in Q1 2026, an estimated $104K.
Home Depot made up 1.12% of Total Wealth Planning & Management's portfolio in Q1 2026, its #13 holding.
Total Wealth Planning & Management first reported a position in Home Depot in Q4 2024 and has held it in 5 quarters since.
Total Wealth Planning & Management's Home Depot position peaked at $1.66M in Q4 2024.
4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.