Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,440,794
+$870,539 QoQ
Shares Held
15,427
+11.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,102
of 4,083 holders
Holding Since
Mar 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, 2026Aprio Wealth Management, LLC holds $6,474,230 across 2 Home Improvement Retail names. HD ranks #1 (84.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
15,427 | $5,440,794 | |
| 2 | LOW |
Lowes Companies Inc
|
4,687 | $1,033,436 |
All Filings in HD
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,440,794 | 15,427 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,570,255 | 13,896 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,111,306 | 11,948 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,077,435 | 12,531 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,902,882 | 10,645 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,872,333 | 10,566 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,190,978 | 10,774 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,204,355 | 10,376 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,539,131 | 10,281 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,411,693 | 6,287 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,857,508 | 5,360 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,676,081 | 5,547 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,542,327 | 4,965 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $886,835 | 3,005 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,023,386 | 3,240 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $903,151 | 3,273 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $939,374 | 3,425 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $715,099 | 2,389 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $926,717 | 2,233 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $775,350 | 2,362 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $723,242 | 2,268 | Shares | Sole | 2021-07-23 | |
| 2020-12-31 | $692,736 | 2,608 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $828,408 | 2,983 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $803,636 | 3,208 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $656,098 | 3,514 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||