Modera Wealth Management, LLC

Position in HD — Home Depot, Inc.

CIK 1542143 WESTWOOD, NJ

Position in HD

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$23,513,528

+$1,067,444 QoQ

Shares Held

66,671

-2.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#496

of 4,086 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Modera Wealth Management, LLC holds $80,067,146 across 3 Home Improvement Retail names. HD ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOW	Lowes Companies Inc	249,989	$55,120,074
2	HD	Home Depot, Inc. This page	66,671	$23,513,528
3	FND	Floor & Decor Holdings, Inc.	24,150	$1,433,544

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,513,528	66,671	-2.3%	Shares	Sole	2026-08-03
2026-03-31	$22,446,084	68,248	-16.7%	Shares	Sole	2026-05-06
2025-12-31	$28,183,510	81,905	-0.4%	Shares	Sole	2026-01-21
2025-09-30	$33,311,480	82,212	-1.4%	Shares	Sole	2025-10-31
2025-06-30	$30,563,477	83,361	-0.8%	Shares	Sole	2025-08-06
2025-03-31	$30,810,814	84,070	-0.7%	Shares	Sole	2025-05-08
2024-12-31	$32,938,895	84,678	+1.6%	Shares	Sole	2025-02-06
2024-09-30	$33,770,583	83,343	-0.4%	Shares	Sole	2024-10-24
2024-06-30	$28,800,839	83,665	-1.3%	Shares	Sole	2024-07-29
2024-03-31	$32,518,922	84,773	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$29,173,618	84,183	-0.5%	Shares	Sole	2024-02-14
2023-09-30	$25,562,131	84,598	-1.2%	Shares	Sole	2023-11-30
2023-06-30	$26,602,277	85,637	+191.1%	Shares	Sole	2023-08-07
2023-03-31	$8,681,249	29,416	+0.2%	Shares	Sole	2023-05-05
2022-12-31	$9,270,175	29,349	+3.3%	Shares	Sole	2023-02-07
2022-09-30	$7,836,971	28,401	-1.8%	Shares	Sole	2022-11-01
2022-06-30	$7,930,517	28,915	+0.8%	Shares	Sole	2022-07-27
2022-03-31	$8,586,281	28,685	-5.6%	Shares	Sole	2022-05-03
2021-12-31	$12,613,813	30,394	+55.8%	Shares	Sole	2022-02-04
2021-09-30	$6,403,696	19,508	+0.2%	Shares	Sole	2021-11-04
2021-06-30	$6,207,193	19,465	-0.3%	Shares	Sole	2021-08-02
2021-03-31	$5,959,090	19,522	-1.9%	Shares	Sole	2021-04-29
2020-12-31	$5,286,900	19,904	+9.8%	Shares	Sole	2021-02-11
2020-09-30	$5,032,660	18,122	-2.7%	Shares	Sole	2020-11-12
2020-06-30	$4,665,247	18,623	-0.1%	Shares	Sole	2020-08-12
2020-03-31	$3,481,954	18,649	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.