Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,226,717
+$310,470 QoQ
Shares Held
14,820
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#1,124
of 4,083 holders
Holding Since
Mar 2020
25 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, 2026Aries Wealth Management holds $6,215,394 across 2 Home Improvement Retail names. HD ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
14,820 | $5,226,717 | |
| 2 | LOW |
Lowes Companies Inc
|
4,484 | $988,677 |
All Filings in HD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,226,717 | 14,820 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,916,247 | 14,948 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,162,532 | 15,003 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,127,283 | 15,122 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,484,201 | 14,958 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,538,396 | 15,112 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,774,945 | 14,846 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,139,995 | 15,153 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,992,168 | 14,502 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,567,186 | 14,513 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,081,462 | 14,663 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,811,898 | 15,925 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,593,433 | 14,787 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,385,778 | 14,861 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,747,691 | 15,031 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,161,451 | 15,081 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $4,121,455 | 15,027 | Shares | Sole | 2022-07-27 | |
| 2021-12-31 | $6,236,355 | 15,027 | Shares | Sole | 2022-06-06 | |
| 2021-09-30 | $4,890,417 | 14,898 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,724,674 | 14,816 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $4,632,168 | 15,175 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $3,761,179 | 14,160 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,932,373 | 14,160 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $3,533,443 | 14,105 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,609,272 | 13,975 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||