Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,354,996
-$95,737 QoQ
Shares Held
3,842
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,096
of 4,086 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, 2026BSW Wealth Partners holds $1,983,612 across 2 Home Improvement Retail names. HD ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,842 | $1,354,996 | |
| 2 | LOW |
Lowes Companies Inc
|
2,851 | $628,616 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,354,996 | 3,842 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,450,733 | 4,411 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,522,642 | 4,425 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,905,608 | 4,703 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,650,979 | 4,503 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,732,031 | 4,726 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,791,298 | 4,605 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,771,129 | 4,371 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,372,140 | 3,986 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,556,265 | 4,057 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,408,032 | 4,063 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,203,201 | 3,982 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,220,815 | 3,930 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,164,838 | 3,947 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,263,755 | 4,001 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,068,715 | 3,873 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,116,827 | 4,072 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,225,457 | 4,094 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,653,814 | 3,985 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,250,014 | 3,808 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,351,774 | 4,239 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $952,990 | 3,122 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $785,172 | 2,956 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $565,139 | 2,035 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $542,103 | 2,164 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $353,628 | 1,894 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||