Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,399,987
+$238,851 QoQ
Shares Held
6,805
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,632
of 4,083 holders
Holding Since
Sep 2020
24 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, 2026RKL Wealth Management LLC holds $2,739,541 across 2 Home Improvement Retail names. HD ranks #1 (87.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,805 | $2,399,987 | |
| 2 | LOW |
Lowes Companies Inc
|
1,540 | $339,554 |
All Filings in HD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,399,987 | 6,805 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,161,136 | 6,571 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,355,364 | 6,845 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,391,836 | 5,903 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,188,107 | 5,968 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,147,631 | 5,860 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,237,470 | 5,752 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,290,595 | 5,653 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,861,994 | 5,409 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,034,230 | 5,303 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,824,585 | 5,265 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,561,865 | 5,169 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,634,587 | 5,262 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,568,267 | 5,314 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,706,275 | 5,402 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,513,254 | 5,484 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,487,640 | 5,424 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,494,554 | 4,993 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,859,659 | 4,481 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,520,828 | 4,633 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,426,394 | 4,473 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,394,687 | 4,569 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,204,586 | 4,535 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,239,697 | 4,464 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||