Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,074,905
+$1,472,324 QoQ
Shares Held
37,073
+5.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#680
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $15,400,854 across 2 Home Improvement Retail names. HD ranks #1 (84.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
37,073 | $13,074,905 | |
| 2 | LOW |
Lowes Companies Inc
|
10,549 | $2,325,949 |
All Filings in HD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,074,905 | 37,073 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,602,581 | 35,278 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,047,973 | 35,013 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $14,288,214 | 35,263 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,115,079 | 35,771 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $13,117,776 | 35,793 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $13,796,308 | 35,467 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,775,989 | 33,998 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,669,030 | 30,993 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $11,682,154 | 30,454 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,776,115 | 33,981 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,004,215 | 33,109 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,749,125 | 31,384 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,433,510 | 31,965 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,733,238 | 33,981 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $6,717,759 | 24,345 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,132,665 | 26,006 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $7,650,575 | 25,559 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $10,456,176 | 25,195 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $8,281,999 | 25,230 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $8,064,409 | 25,289 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $8,351,640 | 27,360 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $7,427,266 | 27,962 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $7,788,932 | 28,047 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,178,364 | 28,655 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $5,281,652 | 28,288 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||