EP Wealth Advisors, LLC

Position in HD — Home Depot, Inc.

CIK 1540569 TORRANCE, CA

Position in HD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$38,372,994

+$9,290,238 QoQ

Shares Held

108,804

+23.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#390

of 4,109 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Consumer Cyclical · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $53,884,817 across 3 Home Improvement Retail names. HD ranks #1 (71.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	108,804	$38,372,994
2	LOW	Lowes Companies Inc	68,909	$15,193,745
3	HVT	Haverty Furniture Companies Inc	12,459	$318,078

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,372,994	108,804	+23.0%	Shares	Sole	2026-08-12
2026-03-31	$29,082,756	88,427	+4.6%	Shares	Sole	2026-05-14
2025-12-31	$29,076,105	84,499	-5.1%	Shares	Sole	2026-02-18
2025-06-30	$32,637,926	89,019	+8.3%	Shares	Sole	2025-08-14
2025-03-31	$30,113,017	82,166	+10.2%	Shares	Sole	2025-05-15
2024-12-31	$28,993,369	74,535	-2.0%	Shares	Sole	2025-02-14
2024-09-30	$30,813,839	76,046	+12.1%	Shares	Sole	2024-11-15
2024-06-30	$23,362,191	67,866	+1.4%	Shares	Sole	2024-08-19
2024-03-31	$25,662,072	66,898	+4.8%	Shares	Sole	2024-05-14
2023-12-31	$22,132,069	63,864	-12.5%	Shares	Sole	2024-02-28
2023-09-30	$22,051,032	72,978	+1883.1%	Shares	Sole	2023-11-24
2023-06-30	$1,143,155	3,680	-99.2%	Shares	Sole	2023-08-14
2023-03-31	$45	450,000	+561.9%	Shares	Sole	2023-06-05
2022-12-31	$21,475,005	67,989	+13.9%	Shares	Sole	2023-06-12
2022-09-30	$16,475,549	59,707	+58.9%	Shares	Sole	2022-12-02
2022-06-30	$10,305,695	37,575	+18.0%	Shares	Sole	2022-08-11
2022-03-31	$9,529,469	31,836	+1.2%	Shares	Sole	2022-05-20
2021-12-31	$13,049,989	31,445	+2.1%	Shares	Sole	2022-02-17
2021-09-30	$10,107,781	30,792	-11.5%	Shares	Sole	2021-11-23
2021-06-30	$11,089,399	34,775	-1.5%	Shares	Sole	2021-08-24
2021-03-31	$10,771,356	35,287	+20.1%	Shares	Sole	2021-05-17
2020-12-31	$7,803,649	29,379	+10.8%	Shares	Sole	2021-02-18
2020-09-30	$7,365,146	26,521	+1.6%	Shares	Sole	2020-11-17
2020-06-30	$6,541,567	26,113	-7.3%	Shares	Sole	2020-08-14
2020-03-31	$5,260,367	28,174	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.