Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,564,978
+$640,105 QoQ
Shares Held
41,298
-2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#645
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, 2026Principle Wealth Partners LLC holds $17,491,541 across 2 Home Improvement Retail names. HD ranks #1 (83.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
41,298 | $14,564,978 | |
| 2 | LOW |
Lowes Companies Inc
|
13,273 | $2,926,563 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,564,978 | 41,298 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $13,924,873 | 42,339 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $14,750,190 | 42,866 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $16,866,438 | 41,626 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $14,955,245 | 40,790 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $14,429,810 | 39,373 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $15,397,002 | 39,582 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $16,126,960 | 39,800 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $13,823,301 | 40,156 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $15,394,251 | 40,131 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $13,894,575 | 40,094 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $11,938,341 | 39,510 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $12,183,922 | 39,222 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $11,578,738 | 39,234 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $12,245,576 | 38,769 | Shares | Defined | 2023-02-02 | |
| 2022-09-30 | $10,655,699 | 38,616 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,044,000 | 38,078 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $11,344,307 | 37,899 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $15,635,501 | 37,675 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $12,282,504 | 37,417 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,965,709 | 37,523 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,583,321 | 37,947 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $8,808,490 | 33,162 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,158,429 | 14,974 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,763,662 | 15,024 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,622,696 | 8,691 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||