Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$166,561,241
+$14,103,624 QoQ
Shares Held
472,273
+1.9% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#148
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026NewEdge Advisors, LLC holds $189,847,189 across 2 Home Improvement Retail names. HD ranks #1 (87.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
472,273 | $166,561,241 | |
| 2 | LOW |
Lowes Companies Inc
|
105,610 | $23,285,948 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,561,241 | 472,273 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $152,457,617 | 463,552 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $161,040,520 | 468,005 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $87,795,758 | 216,678 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $79,455,287 | 216,712 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $76,513,216 | 208,773 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $77,302,037 | 198,725 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $74,395,530 | 183,602 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $58,406,512 | 169,668 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $58,102,741 | 151,467 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $53,008,634 | 152,961 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $43,765,156 | 144,841 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $47,089,917 | 151,590 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $67,123,863 | 227,446 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $68,563,730 | 217,070 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $56,799,489 | 205,840 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $56,778,278 | 207,016 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $58,401,976 | 195,109 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $79,626,723 | 191,867 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $52,275,076 | 159,249 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $49,336,428 | 154,713 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $45,718,818 | 149,775 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $39,482,022 | 148,641 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $35,986,494 | 129,583 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $38,189,247 | 152,446 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $26,154,150 | 140,079 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||