Concord Wealth Partners

Position in HD — Home Depot, Inc.

CIK 1814214 ABINGDON, VA

Position in HD

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,397,366

-$713,430 QoQ

Shares Held

9,633

-22.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,397

of 4,086 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Concord Wealth Partners holds $4,039,355 across 3 Home Improvement Retail names. HD ranks #1 (84.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HD	Home Depot, Inc. This page	9,633	$3,397,366
2	LOW	Lowes Companies Inc	2,899	$639,200
3	FND	Floor & Decor Holdings, Inc.	47	$2,789

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,397,366	9,633	-22.9%	Shares	Sole	2026-07-27
2026-03-31	$4,110,796	12,499	+5.0%	Shares	Sole	2026-05-01
2025-12-31	$4,095,822	11,903	+10.1%	Shares	Sole	2026-01-29
2025-09-30	$4,378,888	10,807	+6.7%	Shares	Sole	2025-11-05
2025-06-30	$3,714,063	10,130	-3.4%	Shares	Sole	2025-07-25
2025-03-31	$3,841,548	10,482	-8.9%	Shares	Sole	2025-05-02
2024-12-31	$4,474,551	11,503	-5.0%	Shares	Sole	2025-01-24
2024-09-30	$4,908,592	12,114	+4.5%	Shares	Sole	2024-10-24
2024-06-30	$3,988,708	11,587	+12.4%	Shares	Sole	2024-07-31
2024-03-31	$3,954,148	10,308	+7.8%	Shares	Sole	2024-04-30
2023-12-31	$3,313,018	9,560	+17.4%	Shares	Sole	2024-04-30
2023-09-30	$2,460,488	8,143	+4.8%	Shares	Sole	2024-04-30
2023-06-30	$2,413,672	7,770	+56.5%	Shares	Sole	2023-08-08
2023-03-31	$1,465,565	4,966	+10.2%	Shares	Sole	2023-04-26
2022-12-31	$1,423,581	4,507	-23.4%	Shares	Sole	2023-01-30
2022-09-30	$1,624,458	5,887	-1.8%	Shares	Sole	2022-11-10
2022-06-30	$1,644,522	5,996	+9.0%	Shares	Sole	2022-08-04
2022-03-31	$1,647,212	5,503	+4.9%	Shares	Sole	2022-04-20
2021-12-31	$2,176,312	5,244	+252.2%	Shares	Sole	2022-01-21
2021-09-30	$488,779	1,489	-66.7%	Shares	Sole	2021-11-09
2021-06-30	$1,425,757	4,471	+13.9%	Shares	Sole	2021-07-29
2021-03-31	$1,198,411	3,926	+191.7%	Shares	Sole	2021-05-13
2020-12-31	$357,524	1,346	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.