Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,051,788
+$1,676,390 QoQ
Shares Held
14,324
+39.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,145
of 4,083 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $6,012,903 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
|
14,324 | $5,051,788 | |
| 2 | LOW |
Lowes Companies Inc
|
4,359 | $961,115 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,051,788 | 14,324 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,375,398 | 10,263 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,426,547 | 9,958 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,421,847 | 13,381 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $2,928,353 | 7,987 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,764,800 | 7,544 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,137,593 | 8,066 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,938,510 | 7,252 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,353,913 | 6,838 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,627,660 | 6,850 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,023,505 | 5,839 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,811,147 | 5,994 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,869,431 | 6,018 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,729,108 | 5,859 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,765,657 | 5,590 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $765,733 | 2,775 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $619,301 | 2,258 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,325,000 | 695,942 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,134,637 | 2,734 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $932,914 | 2,842 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $791,166 | 2,481 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $714,590 | 2,341 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $633,769 | 2,386 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||