Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,998,284
+$110,127 QoQ
Shares Held
5,666
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,796
of 4,083 holders
Holding Since
Mar 2020
24 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, 2026Clearstead Trust, LLC holds $2,312,702 across 2 Home Improvement Retail names. HD ranks #1 (86.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,666 | $1,998,284 | |
| 2 | LOW |
Lowes Companies Inc
|
1,426 | $314,418 |
All Filings in HD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,998,284 | 5,666 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,888,157 | 5,741 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,987,177 | 5,775 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,656,425 | 6,556 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,598,377 | 7,087 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,395,012 | 6,535 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,587,561 | 6,652 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,531,250 | 3,779 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,396,581 | 4,057 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,657,535 | 4,321 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,514,423 | 4,370 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,688,772 | 5,589 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,700,754 | 5,475 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,755,078 | 5,947 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,945,697 | 6,160 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,716,346 | 6,220 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $5,341,178 | 12,870 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,253,921 | 12,959 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,775,338 | 11,839 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,817,761 | 12,507 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,174,955 | 11,953 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,306,692 | 11,907 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,960,527 | 11,818 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,677,234 | 14,339 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||