Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,267,275
+$380,957 QoQ
Shares Held
14,935
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#1,120
of 4,083 holders
Holding Since
Mar 2020
24 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, 2026Wealth Advisory Solutions, LLC holds $5,668,566 across 2 Home Improvement Retail names. HD ranks #1 (92.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
14,935 | $5,267,275 | |
| 2 | LOW |
Lowes Companies Inc
|
1,820 | $401,291 |
All Filings in HD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,267,275 | 14,935 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,886,318 | 14,857 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,588,917 | 13,336 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,412,528 | 13,358 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,884,744 | 13,323 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,882,746 | 13,323 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,286,763 | 13,591 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,513,961 | 13,608 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,955,334 | 14,395 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,520,387 | 14,391 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,303,971 | 29,733 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,352,004 | 27,641 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $9,516,456 | 30,635 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,091,171 | 30,805 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,598,682 | 33,555 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,167,245 | 15,102 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,324,998 | 4,831 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,482,581 | 4,953 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $1,274,633 | 3,883 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,224,218 | 3,839 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,875,150 | 6,143 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $327,697 | 1,180 | Shares | Sole | 2020-12-29 | |
| 2020-06-30 | $4,878,932 | 19,476 | Shares | Sole | 2020-12-23 | |
| 2020-03-31 | $3,630,575 | 19,445 | Shares | Sole | 2020-12-18 | |
| No filing history on record for this holder in this stock. | ||||||