Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,065,390
+$459,460 QoQ
Shares Held
17,198
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,025
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, 2026Journey Advisory Group, LLC holds $6,804,913 across 2 Home Improvement Retail names. HD ranks #1 (89.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
17,198 | $6,065,390 | |
| 2 | LOW |
Lowes Companies Inc
|
3,354 | $739,523 |
All Filings in HD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,065,390 | 17,198 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,605,930 | 17,045 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,798,773 | 16,852 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,585,561 | 18,721 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,670,648 | 18,194 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,607,448 | 18,029 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,117,645 | 15,727 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,372,580 | 15,727 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,443,811 | 15,814 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,839,159 | 15,222 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,157,703 | 14,883 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,524,543 | 14,974 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,443,705 | 14,305 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,198,082 | 14,225 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,905,608 | 12,365 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,318,730 | 12,027 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,225,689 | 11,761 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,283,289 | 7,628 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,741,141 | 6,605 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,896,029 | 5,776 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,451,268 | 4,551 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,216,421 | 3,985 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $965,794 | 3,636 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||