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Zynergy Retirement Planning’s Home Depot HD Stock Holding History

Zynergy Retirement Planning’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 		$529K Hold
1,499
– – 0.29% 17
2026
Q1 		$493K Sell
1,499
-56
-4% -$20.4K 0.3% 17
2025
Q4 		$535K Sell
1,555
-51
-3% -$18.7K 0.33% 16
2025
Q3 		$651K Sell
1,606
-53
-3% -$20.8K 0.41% 13
2025
Q2 		$608K Sell
1,659
-82
-5% -$29.7K 0.41% 14
2025
Q1 		$677K Sell
1,741
-30
-2% -$11.7K 0.48% 12
2024
Q4 		$718K Hold
1,771
– – 0.51% 12
2024
Q3 		$718K Sell
1,771
-54
-3% -$19.7K 0.51% 12
2024
Q2 		$628K Buy
+1,825
New +$623K 0.48% 14

Other funds holding HD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Zynergy Retirement Planning's HD Position: Q2 2026 in Review

Zynergy Retirement Planning held its Home Depot (HD) position steady in Q2 2026 at 1,499 shares worth $529K. The position accounts for 0.29% of the portfolio, ranked #17.

Zynergy Retirement Planning first reported a position in HD in Q2 2024 and has held it in 9 quarters since. The position peaked at $718K in Q4 2024. 2,169 funds tracked by Wall St. Rank hold HD as of Q2 2026.

  • Zynergy Retirement Planning held 1,499 shares of Home Depot worth $529K as of Q2 2026.
  • Zynergy Retirement Planning left its Home Depot share count unchanged in Q2 2026.
  • Home Depot made up 0.29% of Zynergy Retirement Planning's portfolio in Q2 2026, its #17 holding.
  • Zynergy Retirement Planning first reported a position in Home Depot in Q2 2024 and has held it in 9 quarters since.
  • Zynergy Retirement Planning's Home Depot position peaked at $718K in Q4 2024.
  • 2,169 funds tracked by Wall St. Rank held Home Depot as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.