CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in HD — Home Depot, Inc.
CIK 1766904
RICHMOND, VA
Position in HD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,365,568
-$213,427 QoQ
Shares Held
3,872
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,084
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,857,255 across 2 Home Improvement Retail names. HD ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,872 | $1,365,568 | |
| 2 | LOW |
Lowes Companies Inc
|
2,230 | $491,687 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,365,568 | 3,872 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,578,995 | 4,801 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,240,132 | 3,604 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $1,690,041 | 4,171 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,473,520 | 4,019 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,419,410 | 3,873 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,497,994 | 3,851 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $22,668,909 | 55,945 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $18,416,834 | 53,500 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $20,588,959 | 53,673 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $18,432,991 | 53,190 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $15,332,804 | 50,744 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $15,349,033 | 49,411 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $14,482,718 | 49,074 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,637,596 | 49,508 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,742,915 | 49,804 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,786,193 | 46,619 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,560,530 | 11,895 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,585,445 | 11,049 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,585,583 | 10,923 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,319,007 | 10,408 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,967,031 | 6,444 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,044,005 | 11,460 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,971,741 | 7,100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $410,084 | 1,637 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $251,498 | 1,347 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||