Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,467,699
+$193,758 QoQ
Shares Held
6,997
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,614
of 4,083 holders
Holding Since
Jun 2020
25 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, 2026Advisor OS, LLC holds $2,925,212 across 2 Home Improvement Retail names. HD ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,997 | $2,467,699 | |
| 2 | LOW |
Lowes Companies Inc
|
2,075 | $457,513 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,467,699 | 6,997 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,273,941 | 6,914 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,943,816 | 5,649 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,191,669 | 5,409 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,929,256 | 5,262 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,895,115 | 5,171 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,055,030 | 5,283 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,081,105 | 5,136 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,681,610 | 4,885 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,932,958 | 5,039 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,237,526 | 3,571 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,720,495 | 5,694 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,165,157 | 6,970 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,323,771 | 7,874 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,586,258 | 8,188 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,586,375 | 5,749 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,891,362 | 6,896 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,690,314 | 5,647 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,866,885 | 6,908 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,117,927 | 6,452 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,040,254 | 6,398 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,876,675 | 6,148 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,346,162 | 5,068 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,158,050 | 4,170 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,294,134 | 5,166 | Shares | Sole | 2020-08-28 | |
| No filing history on record for this holder in this stock. | ||||||