Position in HD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$687,373
-$20,398 QoQ
Shares Held
1,949
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,713
of 4,083 holders
Holding Since
Jun 2020
22 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, 2026One Charles Private Wealth Services, LLC holds $908,303 across 2 Home Improvement Retail names. HD ranks #1 (75.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,949 | $687,373 | |
| 2 | LOW |
Lowes Companies Inc
|
1,002 | $220,930 |
All Filings in HD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,373 | 1,949 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $707,771 | 2,152 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $727,771 | 2,115 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $876,831 | 2,164 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $812,840 | 2,217 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $742,142 | 2,025 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $732,857 | 1,884 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $754,077 | 1,861 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $640,630 | 1,861 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $713,879 | 1,861 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $598,838 | 1,728 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $516,391 | 1,709 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $532,126 | 1,713 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $505,540 | 1,713 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $346,498 | 1,097 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $330,024 | 1,196 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $327,752 | 1,195 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $338,242 | 1,130 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $467,716 | 1,127 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $369,620 | 1,126 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $359,070 | 1,126 | Shares | Sole | 2021-08-10 | |
| 2020-06-30 | $246,752 | 985 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||