UFPG
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United Financial Planning Group’s Home Depot HD Stock Holding History

United Financial Planning Group’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 		$98.4K Hold
279
– – 0.05% 75
2026
Q1 		$91.8K Sell
279
-189
-40% -$68.9K 0.05% 68
2025
Q4 		$161K Buy
468
+11
+2% +$4.03K 0.1% 60
2025
Q3 		$185K Buy
+457
New +$180K 0.12% 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 $3.38T AUM 44.17% 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

United Financial Planning Group's HD Position: Q2 2026 in Review

United Financial Planning Group held its Home Depot (HD) position steady in Q2 2026 at 279 shares worth $98.4K. The position accounts for 0.05% of the portfolio, ranked #75.

United Financial Planning Group first reported a position in HD in Q3 2025 and has held it in 4 quarters since. The position peaked at $185K in Q3 2025. 4,121 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • United Financial Planning Group held 279 shares of Home Depot worth $98.4K as of Q2 2026.
  • United Financial Planning Group left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.05% of United Financial Planning Group's portfolio in Q2 2026, its #75 holding.
  • United Financial Planning Group first reported a position in Home Depot in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Home Depot position peaked at $185K in Q3 2025.
  • 4,121 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.