Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,901,773
+$1,300,996 QoQ
Shares Held
81,949
-2.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#446
of 4,086 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Heritage Wealth Advisors holds $31,001,278 across 2 Home Improvement Retail names. HD ranks #1 (93.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
81,949 | $28,901,773 | |
| 2 | LOW |
Lowes Companies Inc
|
9,522 | $2,099,505 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,901,773 | 81,949 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,600,777 | 83,921 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $34,955,054 | 101,584 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $38,897,024 | 95,997 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,376,166 | 93,760 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $34,030,428 | 92,855 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $34,977,202 | 89,918 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $38,029,640 | 93,854 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $31,600,543 | 91,798 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $33,555,026 | 87,474 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $29,086,981 | 83,933 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $26,527,230 | 87,792 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $27,021,952 | 86,988 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $24,942,657 | 84,517 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $25,304,492 | 80,113 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $21,335,128 | 77,318 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $19,889,511 | 72,518 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,513,736 | 55,169 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $20,914,013 | 50,394 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $19,388,020 | 59,063 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $17,861,028 | 56,010 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $15,040,888 | 49,274 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,374,320 | 39,057 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $9,124,717 | 32,857 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $8,201,196 | 32,738 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $4,245,411 | 22,738 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||