Position in HD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$229,849,709
-$6,711,814 QoQ
Shares Held
698,865
+1.7% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 64.68187437786321.ToString("F0")%
Shared 2.208057770289447.ToString("F0")%
None 33.11006785184734.ToString("F0")%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Mar 31, 2026Focus Partners Wealth holds $660,197,852 across 3 Home Improvement Retail names. HD ranks #2 (34.8% of the industry book) .
All Filings in HD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,849,709 | 698,865 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $236,561,523 | 687,479 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $215,205,323 | 531,122 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $165,175,719 | 450,512 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $155,130,452 | 423,287 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $161,652,185 | 415,569 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $141,984,916 | 350,407 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $217,057,778 | 630,542 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $65,974,980 | 171,989 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $42,240,979 | 121,890 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||