Position in HD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,586,852
+$2,336,124 QoQ
Shares Held
21,512
+34.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#913
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, 2026Insight Wealth Strategies, LLC holds $7,810,649 across 2 Home Improvement Retail names. HD ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
21,512 | $7,586,852 | |
| 2 | LOW |
Lowes Companies Inc
|
1,015 | $223,797 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,586,852 | 21,512 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,250,728 | 15,965 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,554,851 | 13,237 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $5,122,411 | 12,642 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $4,576,400 | 12,482 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $4,254,215 | 11,608 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $4,469,495 | 11,490 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $4,697,888 | 11,594 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,906,091 | 11,347 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $3,985,987 | 10,391 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,089,349 | 6,029 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,744,671 | 5,774 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,656,643 | 5,333 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,552,626 | 5,261 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,830,092 | 5,794 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,589,966 | 5,762 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $1,580,343 | 5,762 | Shares | Sole | 2022-07-01 | |
| 2022-03-31 | $1,472,404 | 4,919 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,756,737 | 4,233 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,272,007 | 3,875 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,188,503 | 3,727 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,659,339 | 5,436 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $868,577 | 3,270 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $898,947 | 3,237 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $797,623 | 3,184 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $588,136 | 3,150 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||