Position in HD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$81,013,417
+$8,968,747 QoQ
Shares Held
229,708
+4.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#251
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, 2026Sequoia Financial Advisors, LLC holds $93,132,854 across 3 Home Improvement Retail names. HD ranks #1 (87.0% of the industry book) .
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,013,417 | 229,708 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $72,044,670 | 219,054 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $70,352,277 | 204,453 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $71,727,138 | 177,021 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $62,554,650 | 170,616 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $57,232,910 | 156,165 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $49,730,426 | 127,845 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $44,215,018 | 109,119 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $33,949,637 | 98,622 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $33,689,286 | 87,824 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $32,668,575 | 94,268 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $9,781,523 | 32,372 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,215,879 | 61,859 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $16,246,651 | 55,051 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $16,542,851 | 52,374 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,846,373 | 39,307 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $11,355,600 | 41,403 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $8,406,084 | 28,083 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,228,510 | 27,056 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $3,517,962 | 10,717 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $8,736,629 | 27,397 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $7,933,752 | 25,991 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,680,343 | 25,150 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,908,869 | 24,878 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $5,821,601 | 23,239 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $3,995,967 | 21,402 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||