Position in HD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,959,538
+$242,753 QoQ
Shares Held
11,227
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,301
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $5,405,731 across 2 Home Improvement Retail names. HD ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
11,227 | $3,959,538 | |
| 2 | LOW |
Lowes Companies Inc
|
6,559 | $1,446,193 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,959,538 | 11,227 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $3,716,785 | 11,301 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $3,901,405 | 11,338 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $6,549,490 | 16,164 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $6,110,788 | 16,667 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $6,021,796 | 16,431 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $6,527,641 | 16,781 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $7,120,173 | 17,572 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $5,837,965 | 16,959 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $6,375,815 | 16,621 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $5,791,543 | 16,712 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $8,846,942 | 29,279 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $8,212,700 | 26,438 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $7,728,012 | 26,186 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $8,336,176 | 26,392 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $7,014,670 | 25,421 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $6,629,653 | 24,172 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $8,339,333 | 27,860 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $13,047,913 | 31,440 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $40,468,548 | 123,282 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $39,369,840 | 123,459 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $37,759,119 | 123,699 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $32,873,131 | 123,760 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $34,367,167 | 123,752 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $31,026,665 | 123,854 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $23,116,004 | 123,807 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||