Position in HD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,586,395
-$1,403,289 QoQ
Shares Held
30,017
-17.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#764
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Derivatives in HD
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$371,868
PutShares
1,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Private Wealth Partners, LLC holds $13,799,595 across 2 Home Improvement Retail names. HD ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
30,017 | $10,586,395 | |
| 2 | LOW |
Lowes Companies Inc
|
14,573 | $3,213,200 |
All Filings in HD
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,586,395 | 30,017 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $11,989,684 | 36,455 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,864,522 | 37,386 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $16,887,103 | 41,677 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,046,538 | 41,039 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $16,396,029 | 44,738 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $17,210,862 | 44,245 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $17,804,893 | 43,941 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $14,653,264 | 42,567 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $16,464,112 | 42,920 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $15,688,665 | 45,271 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $13,751,301 | 45,510 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $14,440,100 | 46,485 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $13,770,889 | 46,662 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $14,771,508 | 46,766 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $12,519,397 | 45,370 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $12,889,592 | 46,996 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $14,342,995 | 47,917 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $19,421,637 | 46,798 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $17,380,710 | 52,948 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,863,859 | 52,883 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $16,065,307 | 52,630 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $371,868 | 1,400 | Put | Sole | 2021-02-03 | |
| 2020-12-31 | $13,832,958 | 52,078 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $14,406,761 | 51,877 | Shares | Sole | 2020-10-29 | |
| 2020-09-30 | $388,794 | 1,400 | Put | Sole | 2020-10-29 | |
| 2020-06-30 | $13,001,218 | 51,899 | Shares | Sole | 2020-07-31 | |
| 2020-06-30 | $350,714 | 1,400 | Put | Sole | 2020-07-31 | |
| 2020-03-31 | $6,000 | 1,400 | Put | Sole | 2020-04-24 | |
| 2020-03-31 | $9,671,204 | 51,798 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||