Robertson Stephens Wealth Management, LLC
Position in HD — Home Depot, Inc.
CIK 1767307
San Francisco, CA
Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,160,510
+$219,307 QoQ
Shares Held
25,974
-4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#827
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $9,737,532 across 2 Home Improvement Retail names. HD ranks #1 (94.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
25,974 | $9,160,510 | |
| 2 | LOW |
Lowes Companies Inc
|
2,617 | $577,022 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,160,510 | 25,974 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $8,941,203 | 27,186 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,532,693 | 21,891 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $7,690,911 | 18,981 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,904,931 | 18,833 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,522,940 | 20,527 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,328,275 | 21,410 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,961,403 | 22,116 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,356,081 | 24,274 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,435,409 | 24,597 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,349,429 | 24,093 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,676,374 | 25,405 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,084,716 | 26,026 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,319,137 | 28,189 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,732,897 | 27,648 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,701,209 | 27,909 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,719,054 | 28,144 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,554,552 | 28,579 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,923,893 | 26,322 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,416,650 | 7,362 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,602,780 | 8,162 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,373,013 | 7,774 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,732,904 | 6,524 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,814,557 | 6,534 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,393,837 | 5,564 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,110,737 | 5,949 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||