Position in HD
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$2,392,674
-$53,532 QoQ
Shares Held
7,275
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026TruWealth Advisors, LLC holds $2,761,507 across 2 Home Improvement Retail names. HD ranks #1 (86.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
7,275 | $2,392,674 | |
| 2 | LOW |
Lowes Companies Inc
|
1,561 | $368,833 |
All Filings in HD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,392,674 | 7,275 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,446,206 | 7,109 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,842,813 | 7,016 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,500,118 | 6,819 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,451,085 | 6,688 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,615,568 | 6,724 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,641,904 | 6,520 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,190,399 | 6,363 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,415,145 | 6,296 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,166,977 | 6,253 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,854,053 | 6,136 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,063,270 | 6,642 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,984,977 | 6,726 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,079,622 | 6,584 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,817,340 | 6,586 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,775,075 | 6,472 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,802,864 | 6,023 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,370,952 | 5,713 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,824,469 | 5,558 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,669,389 | 5,235 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,467,336 | 4,807 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,259,304 | 4,741 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||