Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$202,647,459
-$27,202,250 QoQ
Shares Held
574,593
-17.8% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#125
of 4,086 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 60%
Shared 2%
None 38%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Focus Partners Wealth holds $539,630,416 across 3 Home Improvement Retail names. HD ranks #2 (37.6% of the industry book) .
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,647,459 | 574,593 | Shares | Sole | 2026-08-12 | |
| 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 | $158,176,170 | 406,633 | Shares | Sole | 2025-05-20 | |
| 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. | ||||||