Position in HD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$58,229,936
+$2,059,471 QoQ
Shares Held
165,107
-3.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#301
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, 2026Crestwood Advisors Group, LLC holds $60,119,535 across 2 Home Improvement Retail names. HD ranks #1 (96.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
165,107 | $58,229,936 | |
| 2 | LOW |
Lowes Companies Inc
|
8,570 | $1,889,599 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,229,936 | 165,107 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $56,170,465 | 170,788 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $60,813,480 | 176,732 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $73,610,866 | 181,670 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $68,294,766 | 186,272 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $69,493,833 | 189,620 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $80,507,703 | 206,966 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $91,923,266 | 226,859 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $79,435,101 | 230,755 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $98,266,428 | 256,169 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $99,298,011 | 286,533 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $86,529,559 | 286,370 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $67,724,490 | 218,016 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $70,488,821 | 238,848 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $77,572,373 | 245,591 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $68,650,560 | 248,788 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $67,682,156 | 246,772 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $63,854,272 | 213,324 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $88,942,038 | 214,313 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $68,269,216 | 207,973 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $65,342,474 | 204,906 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $61,873,869 | 202,699 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $51,909,054 | 195,426 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $52,087,009 | 187,559 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $41,822,143 | 166,948 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $20,113,708 | 107,727 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||