Position in HD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,294,888
+$108,428 QoQ
Shares Held
6,507
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#1,667
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, 2026Phoenix Wealth Advisors holds $2,533,899 across 2 Home Improvement Retail names. HD ranks #1 (90.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,507 | $2,294,888 | |
| 2 | LOW |
Lowes Companies Inc
|
1,084 | $239,011 |
All Filings in HD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,294,888 | 6,507 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,186,460 | 6,648 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,369,472 | 6,886 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,804,319 | 6,921 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,882,523 | 7,862 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,010,715 | 8,215 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,270,238 | 8,407 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,440,148 | 8,490 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,127,076 | 9,084 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,543,696 | 9,238 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,389,259 | 9,780 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,058,161 | 10,121 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,107,953 | 10,005 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,122,959 | 10,582 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,325,058 | 10,527 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,924,964 | 10,600 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,866,670 | 10,452 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,109,739 | 10,389 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,317,764 | 10,404 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,303,936 | 10,065 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $550,085 | 1,725 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $616,605 | 2,020 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $538,411 | 2,027 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||