Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,525,478
-$4,713,166 QoQ
Shares Held
21,338
-42.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#916
of 4,083 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $8,321,347 across 4 Home Improvement Retail names. HD ranks #1 (90.4% of the industry book) .
All Filings in HD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,525,478 | 21,338 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,238,644 | 37,212 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,877,041 | 28,704 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,409,733 | 25,691 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,436,209 | 25,737 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,714,696 | 29,236 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,639,742 | 29,923 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,878,839 | 29,316 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,002,577 | 29,057 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,010,422 | 26,096 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,835,696 | 19,725 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,011,168 | 19,894 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,120,226 | 19,702 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,168,138 | 17,512 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,452,373 | 17,262 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,883,016 | 10,448 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,616,818 | 5,895 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,766,942 | 5,903 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,939,755 | 4,674 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||