Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,275,643
+$39,675 QoQ
Shares Held
3,617
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,143
of 4,085 holders
Holding Since
Jun 2020
24 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, 2026Strategic Wealth Partners, Ltd. holds $1,880,226 across 2 Home Improvement Retail names. HD ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,617 | $1,275,643 | |
| 2 | LOW |
Lowes Companies Inc
|
2,742 | $604,583 |
All Filings in HD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,275,643 | 3,617 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,235,968 | 3,758 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,292,439 | 3,756 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $9,271,962 | 22,883 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,280,391 | 25,312 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $9,632,170 | 24,762 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,889,548 | 12,067 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,735,658 | 5,042 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $1,846,266 | 4,813 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $1,415,310 | 4,084 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $1,277,834 | 4,229 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $1,416,207 | 4,559 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $1,439,005 | 4,876 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,680,059 | 5,319 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $1,390,461 | 5,039 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $1,509,856 | 5,505 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,544,243 | 5,159 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $2,167,182 | 5,222 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,676,752 | 5,108 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,431,815 | 4,490 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $429,792 | 1,408 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $869,108 | 3,272 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $949,490 | 3,419 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $881,544 | 3,519 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||