Position in HD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$14,697,233
-$2,594,158 QoQ
Shares Held
41,673
-20.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#643
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, 2026Wealthcare Advisory Partners LLC holds $20,703,380 across 2 Home Improvement Retail names. HD ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
41,673 | $14,697,233 | |
| 2 | LOW |
Lowes Companies Inc
|
27,240 | $6,006,147 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,697,233 | 41,673 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $17,291,391 | 52,575 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $15,285,954 | 44,423 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $15,455,162 | 38,143 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $13,942,585 | 38,028 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $13,416,099 | 36,607 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $14,209,026 | 36,528 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $15,186,490 | 37,479 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $13,399,197 | 38,924 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,673,467 | 38,252 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $9,151,345 | 26,407 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,817,181 | 25,871 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $7,428,023 | 23,912 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $7,326,944 | 24,827 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,165,296 | 25,851 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,759,702 | 24,497 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,335,946 | 12,163 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,667,391 | 12,252 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $5,053,161 | 12,176 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,927,959 | 11,966 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,267,028 | 10,245 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,714,588 | 8,893 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,247,942 | 8,463 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,891,205 | 6,810 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,702,716 | 6,797 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,178,513 | 6,312 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||