WealthPlan Investment Management’s Home Depot HD Stock Holding History

WealthPlan Investment 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	$5.98M	Sell	16,946 -2,963	-15%	-$964K	0.3%	78
2026 Q1	$6.55M	Buy	19,909 +6,446	+48%	+$2.35M	0.36%	68
2025 Q4	$4.63M	Buy	13,463 +10,169	+309%	+$3.72M	0.3%	91
2025 Q3	$1.33M	Buy	3,294 +161	+5%	+$63.3K	0.09%	161
2025 Q2	$1.15M	Buy	+3,133	New	+$1.13M	0.08%	169
2024 Q1	–	Sell	-610	Closed	-$211K	–	190
2023 Q4	$211K	Buy	+610	New	+$189K	0.03%	181
2023 Q3	–	Sell	-452	Closed	-$140K	–	235
2023 Q2	$140K	Buy	452 +42	+10%	+$12.4K	0.04%	141
2023 Q1	$121K	Sell	410 -3,502	-90%	-$1.07M	0.02%	188
2022 Q4	$1.27M	Buy	3,912 +205	+6%	+$62.4K	0.09%	162
2022 Q3	$1.19M	Buy	+3,707	New	+$1.09M	0.09%	156
2022 Q1	$1.23M	Buy	+4,100	New	+$1.42M	0.09%	153

Other funds holding HD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPlan Investment Management's HD Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Home Depot (HD) stake by 15% in Q2 2026, selling an estimated $964K and leaving 16,946 shares worth $5.98M. The position accounts for 0.3% of the portfolio, ranked #78.

WealthPlan Investment Management first reported a position in HD in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.55M in Q1 2026. 4,082 funds tracked by Wall St. Rank hold HD as of Q2 2026.

WealthPlan Investment Management held 16,946 shares of Home Depot worth $5.98M as of Q2 2026.
WealthPlan Investment Management sold 2,963 Home Depot shares in Q2 2026, an estimated $964K.
Home Depot made up 0.3% of WealthPlan Investment Management's portfolio in Q2 2026, its #78 holding.
WealthPlan Investment Management first reported a position in Home Depot in Q1 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's Home Depot position peaked at $6.55M in Q1 2026.
4,082 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.