Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,624,091
+$690,373 QoQ
Shares Held
4,605
+62.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,952
of 4,086 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, 2026Waldron Private Wealth LLC holds $2,433,068 across 2 Home Improvement Retail names. HD ranks #1 (66.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,605 | $1,624,091 | |
| 2 | LOW |
Lowes Companies Inc
|
3,669 | $808,977 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,624,091 | 4,605 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $933,718 | 2,839 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $956,942 | 2,781 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,112,651 | 2,746 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $958,030 | 2,613 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,012,611 | 2,763 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,750,251 | 9,641 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,505,823 | 11,120 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,606,258 | 10,476 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,868,606 | 10,085 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,498,422 | 10,095 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $3,185,975 | 10,544 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $3,273,524 | 10,538 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $3,541,144 | 11,999 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $3,281 | 11,892 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,281,478 | 11,892 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,275,606 | 11,943 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,395,000 | 11,342 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,391,220 | 10,581 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,475,616 | 10,588 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,555,584 | 8,014 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,379,423 | 7,795 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,993,478 | 7,505 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,243,341 | 8,078 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,970,261 | 7,865 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,058,664 | 11,026 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||