Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,315,993
+$66,271 QoQ
Shares Held
20,744
-5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#931
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $10,006,632 across 2 Home Improvement Retail names. HD ranks #1 (73.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
20,744 | $7,315,993 | |
| 2 | LOW |
Lowes Companies Inc
|
12,203 | $2,690,639 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,315,993 | 20,744 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,249,722 | 22,043 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,482,454 | 21,745 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,934,439 | 22,050 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,388,162 | 20,151 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,589,490 | 17,980 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,737,011 | 19,890 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,292,384 | 17,997 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,333,671 | 18,399 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,221,224 | 16,218 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $4,238,999 | 12,232 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,803,287 | 12,587 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,970,911 | 12,783 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,581,576 | 12,136 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,237,565 | 10,250 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,881,089 | 10,441 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,122,015 | 11,383 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,312,922 | 7,727 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,124,195 | 7,528 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,313,904 | 7,049 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,859,128 | 5,830 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,707,873 | 5,595 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,447,097 | 5,448 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,660,983 | 5,981 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $591,955 | 2,363 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $373,980 | 2,003 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||