Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,303,152
+$106,980 QoQ
Shares Held
3,695
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,128
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,187,537 across 2 Home Improvement Retail names. HD ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,695 | $1,303,152 | |
| 2 | LOW |
Lowes Companies Inc
|
4,011 | $884,385 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,303,152 | 3,695 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,196,172 | 3,637 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,125,551 | 3,271 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,305,927 | 3,223 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,151,982 | 3,142 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,110,464 | 3,030 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,192,643 | 3,066 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,290,156 | 3,184 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,071,274 | 3,112 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,235,575 | 3,221 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,080,542 | 3,118 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $898,623 | 2,974 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $889,362 | 2,863 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $840,796 | 2,849 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $879,038 | 2,783 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $766,561 | 2,778 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $787,703 | 2,872 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $849,199 | 2,837 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,152,067 | 2,776 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $842,315 | 2,566 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $840,912 | 2,637 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $766,177 | 2,510 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $651,034 | 2,451 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,000 | 2,428 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $595,963 | 2,379 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $368,005 | 1,971 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||