Position in HD
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,054,513
-$134,095 QoQ
Shares Held
2,990
-17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,316
of 4,083 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,531,653 across 2 Home Improvement Retail names. HD ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,990 | $1,054,513 | |
| 2 | LOW |
Lowes Companies Inc
|
2,164 | $477,140 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,513 | 2,990 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,188,608 | 3,614 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,229,469 | 3,573 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,453,416 | 3,587 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,279,573 | 3,490 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,239,102 | 3,381 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,298,837 | 3,339 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,406,449 | 3,471 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,189,693 | 3,456 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,596,588 | 6,769 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,862,156 | 8,259 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,865,685 | 9,484 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,667,055 | 15,024 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,290,749 | 14,539 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $4,320,964 | 13,680 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,776,514 | 13,686 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $4,125,569 | 15,042 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,575,857 | 15,287 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,920,117 | 14,265 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,083,882 | 12,441 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,232,587 | 10,137 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,668,495 | 8,742 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,153,587 | 4,343 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||