Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,854,584
+$371,699 QoQ
Shares Held
27,942
-3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#793
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $10,406,029 across 2 Home Improvement Retail names. HD ranks #1 (94.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
27,942 | $9,854,584 | |
| 2 | LOW |
Lowes Companies Inc
|
2,501 | $551,445 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,854,584 | 27,942 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,482,885 | 28,833 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $10,723,876 | 31,165 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,331,957 | 30,435 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,680,589 | 29,131 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,150,307 | 27,696 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,415,985 | 26,777 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,504,404 | 25,924 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,369,902 | 33,029 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,018,955 | 31,332 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,257,999 | 18,058 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,476,952 | 18,126 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,531,926 | 14,589 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,327,934 | 14,665 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,174,102 | 16,381 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,482,093 | 16,243 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,909,158 | 17,899 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,628,240 | 15,462 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,159,578 | 14,842 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $4,951,145 | 15,083 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,077,607 | 9,651 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,201,766 | 13,765 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,577,488 | 20,998 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,074,384 | 25,474 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $6,442,365 | 25,717 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,406,916 | 23,603 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||