Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,096,278
-$235,886 QoQ
Shares Held
144,880
-7.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#332
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $59,991,726 across 2 Home Improvement Retail names. HD ranks #1 (85.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
144,880 | $51,096,278 | |
| 2 | LOW |
Lowes Companies Inc
|
40,344 | $8,895,448 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,096,278 | 144,880 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $51,332,164 | 156,077 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $47,538,103 | 138,152 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,790,918 | 110,543 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,332,839 | 77,277 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,980,778 | 76,348 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,838,365 | 68,995 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,673,776 | 55,957 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,592,763 | 56,916 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,038,789 | 47,025 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $12,860,469 | 37,110 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $9,338,254 | 30,905 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $6,901,488 | 22,217 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $5,361,444 | 18,167 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $5,775,499 | 18,285 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $5,068,189 | 18,367 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,021,369 | 7,370 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $2,179,720 | 7,282 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $3,059,453 | 7,372 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,452,102 | 7,470 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,557,178 | 8,019 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $2,379,423 | 7,795 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,301,006 | 4,898 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,318,567 | 4,748 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,074,437 | 4,289 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $744,039 | 3,985 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||