Measured Wealth Private Client Group, LLC
Position in HD — Home Depot, Inc.
CIK 1720235
PORTSMOUTH, NH
Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$172,107
-$34,764 QoQ
Shares Held
488
-22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,888
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, 2026Measured Wealth Private Client Group, LLC holds $584,864 across 2 Home Improvement Retail names. HD ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,872 | $412,757 | |
| 2 | HD |
Home Depot, Inc.
This page
|
488 | $172,107 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,107 | 488 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $206,871 | 629 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $216,438 | 629 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $256,890 | 634 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $350,141 | 955 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $269,370 | 735 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $285,907 | 735 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $329,832 | 814 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $540,456 | 1,570 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $608,773 | 1,587 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $549,974 | 1,587 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $478,017 | 1,582 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $544,551 | 1,753 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $532,396 | 1,804 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $642,143 | 2,033 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $560,986 | 2,033 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $629,175 | 2,294 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $676,785 | 2,261 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,081,931 | 2,607 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $876,782 | 2,671 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $925,737 | 2,903 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $796,397 | 2,609 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $543,458 | 2,046 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $908,944 | 3,273 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $835,450 | 3,335 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $445,303 | 2,385 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||