Position in HD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$23,899,359
-$374,366 QoQ
Shares Held
67,765
-8.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#492
of 4,086 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $32,309,508 across 2 Home Improvement Retail names. HD ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
67,765 | $23,899,359 | |
| 2 | LOW |
Lowes Companies Inc
|
38,143 | $8,410,149 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,899,359 | 67,765 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $24,273,725 | 73,805 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $20,031,436 | 58,214 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $22,825,972 | 56,334 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $20,339,720 | 55,476 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $20,357,419 | 55,547 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $20,969,672 | 53,908 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||