Position in HD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$11,281,527
+$949,448 QoQ
Shares Held
31,988
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#742
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026United Asset Strategies, Inc. holds $12,934,099 across 2 Home Improvement Retail names. HD ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
31,988 | $11,281,527 | |
| 2 | LOW |
Lowes Companies Inc
|
7,495 | $1,652,572 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,281,527 | 31,988 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $10,332,079 | 31,415 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $10,527,395 | 30,594 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,061,290 | 29,767 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,792,048 | 29,435 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,720,565 | 29,252 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,207,673 | 31,383 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $12,666,957 | 31,261 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $10,491,058 | 30,476 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $11,264,414 | 29,365 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $9,983,412 | 28,808 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,604,308 | 28,476 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,855,725 | 28,508 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $8,358,978 | 28,324 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $8,877,877 | 28,107 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $8,261,367 | 29,939 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $9,231,928 | 33,660 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,751,211 | 29,236 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $20,574,120 | 49,575 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $16,521,654 | 50,331 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $15,688,431 | 49,197 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $14,746,017 | 48,308 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $12,313,611 | 46,358 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $12,475,844 | 44,924 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $11,416,241 | 45,572 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $8,542,729 | 45,754 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||