Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,183,586
-$2,331,685 QoQ
Shares Held
23,204
-27.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#883
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, 2026Dakota Wealth Management holds $10,575,241 across 2 Home Improvement Retail names. HD ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
23,204 | $8,183,586 | |
| 2 | LOW |
Lowes Companies Inc
|
10,847 | $2,391,655 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,183,586 | 23,204 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $10,515,271 | 31,972 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $15,039,922 | 43,708 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $21,599,868 | 53,308 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $13,278,967 | 36,218 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $14,709,809 | 40,137 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $29,715,335 | 76,391 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $27,143,537 | 66,988 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $14,219,521 | 41,307 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $24,519,328 | 63,919 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $17,101,549 | 49,348 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $11,050,594 | 36,572 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $10,775,790 | 34,689 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,434,852 | 35,358 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $21,441,208 | 67,882 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $13,428,344 | 48,664 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $11,295,534 | 41,184 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $13,440,215 | 44,901 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $16,458,465 | 39,658 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $12,214,882 | 37,211 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,451,899 | 29,640 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $17,637,039 | 57,779 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $12,829,710 | 48,301 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,892,063 | 39,221 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $10,344,809 | 41,295 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $7,514,329 | 40,246 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||