Position in HD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$792,119
+$22,846 QoQ
Shares Held
2,246
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,589
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $792,119 across 1 Home Improvement Retail name. HD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,246 | $792,119 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,119 | 2,246 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $769,273 | 2,339 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,071,871 | 3,115 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,270,270 | 3,135 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,323,570 | 3,610 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,388,630 | 3,789 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,476,606 | 3,796 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,882,154 | 4,645 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $771,786 | 2,242 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,593,090 | 4,153 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,550,811 | 4,475 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,369,086 | 4,531 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,549,782 | 4,989 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,487,109 | 5,039 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,603,304 | 5,076 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,246,420 | 4,517 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,238,877 | 4,517 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,361,352 | 4,548 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,466,230 | 3,533 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,088,838 | 3,317 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $613,225 | 1,923 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $577,533 | 1,892 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $494,053 | 1,860 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $482,382 | 1,737 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $435,135 | 1,737 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $338,318 | 1,812 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||