Position in HD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$217,603
+$14,021 QoQ
Shares Held
617
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,791
of 4,086 holders
Holding Since
Dec 2020
23 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, 2026TrueWealth Advisors, LLC holds $1,039,810 across 2 Home Improvement Retail names. HD ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
3,729 | $822,207 | |
| 2 | HD |
Home Depot, Inc.
This page
|
617 | $217,603 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,603 | 617 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $203,582 | 619 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $227,106 | 660 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $272,287 | 672 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $251,148 | 685 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $241,883 | 660 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $271,904 | 699 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $281,614 | 695 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $307,406 | 893 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $346,007 | 902 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $325,410 | 939 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $304,577 | 1,008 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $310,950 | 1,001 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $258,820 | 877 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $347,761 | 1,101 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $281,458 | 1,020 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $279,481 | 1,019 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $228,089 | 762 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $316,237 | 762 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,610,115 | 4,905 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,568,938 | 4,920 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,497,861 | 4,907 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,201,930 | 4,525 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||