Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,730,496
+$119,459 QoQ
Shares Held
13,413
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#1,192
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, 2026Connecticut Wealth Management, LLC holds $5,658,979 across 2 Home Improvement Retail names. HD ranks #1 (83.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
13,413 | $4,730,496 | |
| 2 | LOW |
Lowes Companies Inc
|
4,211 | $928,483 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,730,496 | 13,413 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,611,037 | 14,020 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,978,094 | 14,467 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,874,444 | 14,498 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,865,679 | 13,271 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,881,646 | 13,320 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,330,329 | 13,703 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $5,573,526 | 13,755 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,015,921 | 14,571 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,379,990 | 14,025 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,854,818 | 14,009 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,031,720 | 13,343 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,193,689 | 10,281 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,584,365 | 8,757 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $8,460,941 | 26,787 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $7,309,650 | 26,490 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $7,046,819 | 25,693 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $7,683,202 | 25,668 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $10,644,591 | 25,649 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $8,346,667 | 25,427 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $8,092,152 | 25,376 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $7,978,929 | 26,139 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,936,666 | 26,115 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $7,344,040 | 26,445 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $6,242,208 | 24,918 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $4,655,800 | 24,936 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||