Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,646,053
-$1,645 QoQ
Shares Held
16,009
-6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,069
of 4,079 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $6,586,001 across 2 Home Improvement Retail names. HD ranks #1 (85.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
16,009 | $5,646,053 | |
| 2 | LOW |
Lowes Companies Inc
|
4,263 | $939,948 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,646,053 | 16,009 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $5,647,698 | 17,172 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $6,263,307 | 18,202 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $7,611,898 | 18,786 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $6,821,702 | 18,606 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $7,239,276 | 19,753 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $7,562,743 | 19,442 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $8,545,261 | 21,089 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $678,496 | 1,971 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $796,736 | 2,077 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $4,390,787 | 12,670 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $3,880,640 | 12,843 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,339,329 | 13,969 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $3,925,980 | 13,303 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,361,394 | 13,808 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,178,835 | 15,144 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $5,637,344 | 20,554 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $5,912,664 | 19,753 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $9,449,362 | 22,769 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $7,673,733 | 23,377 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,517,831 | 23,575 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $7,536,317 | 24,689 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,651,124 | 25,040 | Shares | Other | 2021-01-19 | |
| 2020-09-30 | $6,929,142 | 24,951 | Shares | Other | 2020-10-13 | |
| 2020-06-30 | $6,468,418 | 25,821 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $5,025,112 | 26,914 | Shares | Other | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||