Position in HD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,146,257
+$169,803 QoQ
Shares Held
8,921
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,448
of 4,079 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, 2026Winthrop Advisory Group LLC holds $3,440,610 across 2 Home Improvement Retail names. HD ranks #1 (91.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
8,921 | $3,146,257 | |
| 2 | LOW |
Lowes Companies Inc
|
1,335 | $294,353 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,146,257 | 8,921 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,976,454 | 9,050 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,141,288 | 9,129 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,774,750 | 9,316 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,484,546 | 9,504 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,481,288 | 9,499 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,984,813 | 10,244 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,101,839 | 10,123 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,561,851 | 10,347 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,977,932 | 10,370 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,626,299 | 10,464 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,085,657 | 10,212 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,177,847 | 10,230 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,016,716 | 10,222 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $3,241,671 | 10,263 | Shares | Sole | 2023-08-03 | |
| 2022-09-30 | $2,851,288 | 10,333 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,842,260 | 10,363 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,160,625 | 10,559 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $4,386,240 | 10,569 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,489,732 | 10,631 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,409,890 | 10,693 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $3,478,934 | 11,397 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,987,959 | 11,249 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,937,060 | 10,576 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,673,192 | 10,671 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,015,721 | 10,796 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||