Position in HD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$11,006,082
-$640,567 QoQ
Shares Held
31,207
-11.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#754
of 4,083 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026SVB WEALTH LLC holds $11,739,871 across 2 Home Improvement Retail names. HD ranks #1 (93.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
31,207 | $11,006,082 | |
| 2 | LOW |
Lowes Companies Inc
|
3,328 | $733,789 |
All Filings in HD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,006,082 | 31,207 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $11,646,649 | 35,412 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $15,780,079 | 45,859 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $19,638,341 | 48,467 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,667,839 | 50,916 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $36,152,729 | 92,940 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $34,431,228 | 100,021 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $40,848,795 | 106,488 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $39,190,644 | 113,088 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $42,086,959 | 139,287 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $47,158,568 | 151,811 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $59,452,218 | 201,451 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $68,775,039 | 217,739 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $59,975,282 | 217,349 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $60,132,599 | 219,246 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $65,140,493 | 217,621 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $89,490,681 | 215,635 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $73,324,419 | 223,373 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $71,292,322 | 223,564 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $68,054,876 | 222,948 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $60,706,122 | 228,545 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $63,279,555 | 227,862 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $57,391,590 | 229,099 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $43,522,287 | 233,101 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||