Position in HD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,925,632
+$123,644 QoQ
Shares Held
5,460
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,822
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $2,319,427 across 2 Home Improvement Retail names. HD ranks #1 (83.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,460 | $1,925,632 | |
| 2 | LOW |
Lowes Companies Inc
|
1,786 | $393,795 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,925,632 | 5,460 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,801,988 | 5,479 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,897,023 | 5,513 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,230,570 | 5,505 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,036,685 | 5,555 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,036,584 | 5,557 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,156,949 | 5,545 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,250,075 | 5,553 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,987,641 | 5,774 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,226,798 | 5,805 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,037,367 | 5,879 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,779,118 | 5,888 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,765,367 | 5,683 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,696,349 | 5,748 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,822,512 | 5,770 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,591,345 | 5,767 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,589,394 | 5,795 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,880,690 | 6,283 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,706,695 | 6,522 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,222,320 | 6,770 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,164,625 | 6,788 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,081,805 | 6,820 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $1,989,493 | 7,490 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,045,611 | 7,366 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,865,547 | 7,447 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,352,713 | 7,245 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||