Position in HD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$47,714,429
+$1,286,673 QoQ
Shares Held
135,291
-4.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#344
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,478,140 across 2 Home Improvement Retail names. HD ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
135,291 | $47,714,429 | |
| 2 | LOW |
Lowes Companies Inc
|
148,595 | $32,763,711 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,714,429 | 135,291 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $46,427,756 | 141,165 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $50,775,740 | 147,561 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $58,497,685 | 144,371 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $57,227,737 | 156,087 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $58,561,070 | 159,789 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $73,545,172 | 189,067 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $86,366,759 | 213,146 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $75,259,470 | 218,625 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $90,819,601 | 236,756 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $87,470,259 | 252,403 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $121,213,599 | 401,157 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $137,451,365 | 442,478 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $129,452,617 | 438,644 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $141,392,517 | 447,643 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $126,748,348 | 459,333 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $132,390,129 | 482,700 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $138,402,708 | 462,375 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $196,526,325 | 473,546 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $160,613,678 | 489,288 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $157,654,113 | 494,384 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $96,783,786 | 317,064 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $73,870,250 | 278,105 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $75,117,777 | 270,490 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $67,468,856 | 269,326 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $51,461,383 | 275,622 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||