Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,168,781
-$343,784 QoQ
Shares Held
3,314
-27.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,221
of 4,083 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,396,326 across 2 Home Improvement Retail names. HD ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,314 | $1,168,781 | |
| 2 | LOW |
Lowes Companies Inc
|
1,032 | $227,545 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,168,781 | 3,314 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,512,565 | 4,599 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,700,542 | 4,942 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||