Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$363,260
+$41,277 QoQ
Shares Held
1,030
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,326
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $1,972,616 across 2 Home Improvement Retail names. HD ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
7,299 | $1,609,356 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,030 | $363,260 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,260 | 1,030 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $321,983 | 979 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $343,411 | 998 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $414,914 | 1,024 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $393,771 | 1,074 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $442,719 | 1,208 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $697,459 | 1,793 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,064,865 | 2,628 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,989,018 | 5,778 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $694,316 | 1,810 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $609,581 | 1,759 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $509,743 | 1,687 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $550,143 | 1,771 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $525,608 | 1,781 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $559,388 | 1,771 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,705,861 | 6,182 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,699,925 | 6,198 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,614,709 | 12,076 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,781,745 | 11,522 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,850,073 | 5,636 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,565,431 | 4,909 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,211,232 | 3,968 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,141,634 | 4,298 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $910,333 | 3,278 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $784,346 | 3,131 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $645,083 | 3,455 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||