Position in HD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$19,485,570
+$1,766,951 QoQ
Shares Held
55,250
+2.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#545
of 4,079 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, 2026Foster Victor Wealth Advisors, LLC holds $20,003,721 across 2 Home Improvement Retail names. HD ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
55,250 | $19,485,570 | |
| 2 | LOW |
Lowes Companies Inc
|
2,350 | $518,151 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,485,570 | 55,250 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $17,718,619 | 53,874 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $15,890,882 | 46,181 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,966,124 | 44,340 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $15,404,746 | 42,016 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $14,175,100 | 38,678 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $13,218,269 | 33,981 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $7,623,432 | 18,814 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,328,508 | 18,384 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $968,973 | 2,526 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $876,078 | 2,528 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $761,745 | 2,521 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $837,796 | 2,697 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $748,424 | 2,536 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $818,077 | 2,590 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $729,033 | 2,642 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $811,290 | 2,958 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $812,680 | 2,715 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,452,119 | 3,499 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,168,277 | 3,559 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $639,055 | 2,004 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $460,927 | 1,510 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $329,368 | 1,240 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $748,983 | 2,697 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $668,611 | 2,669 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $471,069 | 2,523 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||