Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,471,429
-$1,828,633 QoQ
Shares Held
9,843
-38.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,383
of 4,083 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, 2026WealthShield Partners, LLC holds $3,471,429 across 1 Home Improvement Retail name. HD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
9,843 | $3,471,429 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,471,429 | 9,843 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,300,062 | 16,115 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,111,261 | 14,854 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,945,758 | 14,674 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,309,313 | 14,481 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,090,912 | 13,891 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,050,257 | 12,983 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,344,588 | 13,190 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,055,164 | 14,685 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,134,531 | 15,992 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,282,115 | 15,242 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,865,835 | 12,794 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,113,184 | 13,241 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,682,507 | 12,478 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,296,630 | 10,437 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,792,512 | 10,120 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,619,827 | 9,552 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,548,495 | 8,514 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,981,846 | 7,185 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,654,102 | 5,039 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,646,429 | 5,163 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,404,455 | 4,601 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $954,372 | 3,593 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $788,418 | 2,839 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $466,950 | 1,864 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $199,966 | 1,071 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||