Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,525,188
-$203,283 QoQ
Shares Held
7,160
-13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,598
of 4,083 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $2,928,463 across 2 Home Improvement Retail names. HD ranks #1 (86.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
7,160 | $2,525,188 | |
| 2 | LOW |
Lowes Companies Inc
|
1,829 | $403,275 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,525,188 | 7,160 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $2,728,471 | 8,296 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $2,768,283 | 8,045 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,300,272 | 8,145 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $3,026,612 | 8,255 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $2,972,966 | 8,112 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $2,733,432 | 7,027 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $2,794,664 | 6,897 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $2,053,391 | 5,965 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $2,188,437 | 5,705 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $311,547 | 899 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $239,310 | 792 | Shares | Sole | 2023-12-20 | |
| 2023-06-30 | $238,570 | 768 | Shares | Sole | 2023-12-20 | |
| 2023-03-31 | $219,273 | 743 | Shares | Other | 2023-12-20 | |
| 2022-12-31 | $249,212 | 789 | Shares | Other | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||