Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,703,381
+$4,765,467 QoQ
Shares Held
38,855
+43.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#657
of 4,083 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, 2026Wealthspire Advisors, LLC holds $20,452,138 across 2 Home Improvement Retail names. HD ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
38,855 | $13,703,381 | |
| 2 | LOW |
Lowes Companies Inc
|
30,608 | $6,748,757 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,703,381 | 38,855 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,937,914 | 27,176 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $12,064,490 | 35,061 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,173,501 | 22,640 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,217,608 | 49,688 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,371,626 | 47,400 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,225,675 | 23,717 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,816,341 | 21,758 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,030,413 | 20,423 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,634,790 | 19,903 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,418,249 | 21,406 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,022,201 | 16,621 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,110,699 | 13,233 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,089,477 | 13,857 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,461,851 | 17,292 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,374,476 | 15,853 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,300,553 | 15,680 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,360,278 | 11,226 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $6,459,215 | 15,564 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,033,090 | 18,379 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,200,022 | 6,899 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,940,467 | 29,289 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,330,137 | 16,302 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,629,080 | 9,467 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,059,943 | 8,223 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,091,376 | 21,913 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||