Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$339,983
+$22,934 QoQ
Shares Held
964
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,381
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, 2026Centric Wealth Management holds $630,588 across 2 Home Improvement Retail names. HD ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
964 | $339,983 | |
| 2 | LOW |
Lowes Companies Inc
|
1,318 | $290,605 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,983 | 964 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $317,049 | 964 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $306,249 | 890 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $264,589 | 653 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $391,571 | 1,068 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $450,416 | 1,229 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $478,068 | 1,229 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $497,990 | 1,229 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $430,988 | 1,252 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $525,148 | 1,369 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $720,130 | 2,078 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $523,945 | 1,734 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $538,339 | 1,733 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $634,803 | 2,151 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,329,480 | 10,541 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $2,839,146 | 10,289 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $2,867,767 | 10,456 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $3,016,348 | 10,077 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $4,119,804 | 9,927 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,224,826 | 9,824 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,114,279 | 9,766 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,941,694 | 9,637 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,618,481 | 9,858 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,736,798 | 6,254 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $1,733,278 | 6,919 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,167,684 | 6,254 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||