Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,687,766
+$952,448 QoQ
Shares Held
27,469
+3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#800
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Ascent Wealth Partners, LLC holds $11,040,472 across 2 Home Improvement Retail names. HD ranks #1 (87.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
27,469 | $9,687,766 | |
| 2 | LOW |
Lowes Companies Inc
|
6,135 | $1,352,706 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,687,766 | 27,469 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,735,318 | 26,560 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,986,515 | 26,116 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,717,275 | 26,450 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,761,423 | 26,624 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,447,163 | 28,506 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,228,881 | 26,296 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,660,812 | 26,310 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $9,146,801 | 26,571 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,234,448 | 26,680 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $9,174,911 | 26,475 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,811,138 | 25,851 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $8,114,227 | 26,121 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,795,138 | 23,025 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,228,140 | 22,884 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $6,335,582 | 22,960 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,220,157 | 26,325 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,649,078 | 25,554 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,794,651 | 23,601 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $8,324,017 | 25,358 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $8,127,230 | 25,486 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $8,022,885 | 26,283 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,898,151 | 25,970 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $7,184,635 | 25,871 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $6,412,304 | 25,597 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $4,705,652 | 25,203 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||