Position in HD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$987,504
+$21,555 QoQ
Shares Held
2,800
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,383
of 4,083 holders
Holding Since
Dec 2021
19 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, 2026Thrive Wealth Management, LLC holds $1,254,296 across 2 Home Improvement Retail names. HD ranks #1 (78.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,800 | $987,504 | |
| 2 | LOW |
Lowes Companies Inc
|
1,210 | $266,792 |
All Filings in HD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $987,504 | 2,800 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $965,949 | 2,937 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,014,406 | 2,948 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,195,715 | 2,951 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,121,918 | 3,060 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,097,271 | 2,994 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,174,749 | 3,020 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,231,402 | 3,039 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,109,141 | 3,222 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,228,287 | 3,202 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,074,998 | 3,102 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $987,156 | 3,267 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $946,209 | 3,046 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $880,342 | 2,983 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $839,240 | 2,657 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $706,130 | 2,559 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $611,622 | 2,230 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $467,852 | 1,563 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $611,309 | 1,473 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||