Prestige Wealth Management Group LLC

Position in HD — Home Depot, Inc.

CIK 1772715 FLEMINGTON, NJ

Position in HD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,659,206

+$653,307 QoQ

Shares Held

7,540

+23.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#1,567

of 4,086 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Prestige Wealth Management Group LLC holds $3,213,372 across 3 Home Improvement Retail names. HD ranks #1 (82.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	7,540	$2,659,206
2	LOW	Lowes Companies Inc	2,512	$553,870
3	FND	Floor & Decor Holdings, Inc.	5	$296

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,659,206	7,540	+23.6%	Shares	Other	2026-08-14
2026-03-31	$2,005,899	6,099	+2.4%	Shares	Other	2026-05-13
2025-12-31	$2,049,458	5,956	-1.9%	Shares	Sole	2026-02-11
2025-09-30	$2,460,313	6,072	+2.4%	Shares	Sole	2026-02-20
2025-06-30	$2,173,441	5,928	-1.5%	Shares	Other	2026-02-20
2025-03-31	$2,206,269	6,020	-10.0%	Shares	Other	2026-02-20
2024-12-31	$2,600,786	6,686	+2.0%	Shares	Other	2026-02-20
2024-09-30	$2,657,301	6,558	+0.8%	Shares	Other	2026-02-20
2024-06-30	$2,240,313	6,508	-5.8%	Shares	Other	2026-02-20
2024-03-31	$2,649,525	6,907	+1.3%	Shares	Sole	2024-04-26
2023-12-31	$2,363,470	6,820	+2.5%	Shares	Other	2024-04-26
2023-09-30	$2,010,874	6,655	+0.5%	Shares	Sole	2024-04-26
2023-06-30	$2,056,125	6,619	-3.9%	Shares	Sole	2024-04-26
2023-03-31	$2,032,490	6,887	-19.4%	Shares	Other	2024-04-26
2022-12-31	$2,699,339	8,546	+47.3%	Shares	Sole	2023-02-08
2022-09-30	$1,601,279	5,803	+4.0%	Shares	Other	2022-11-01
2022-06-30	$1,530,700	5,581	+7.4%	Shares	Sole	2022-08-10
2022-03-31	$1,555,917	5,198	+1.4%	Shares	Other	2022-05-05
2021-12-31	$2,126,925	5,125	+1.5%	Shares	Other	2022-02-15
2021-09-30	$1,657,712	5,050	+52.8%	Shares	Other	2021-11-12
2021-06-30	$1,053,611	3,304	-32.4%	Shares	Other	2021-08-12
2021-03-31	$1,490,840	4,884	-8.5%	Shares	Other	2021-05-13
2020-12-31	$1,417,879	5,338	+28.1%	Shares	Other	2021-02-17
2020-09-30	$1,157,217	4,167	+11.7%	Shares	Sole	2020-10-26
2020-06-30	$934,151	3,729	+5.5%	Shares	Sole	2020-08-13
2020-03-31	$660,019	3,535	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.