Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$80,353,200
+$7,401,123 QoQ
Shares Held
227,836
+2.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#252
of 4,083 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026NewEdge Wealth, LLC holds $101,515,389 across 2 Home Improvement Retail names. HD ranks #1 (79.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
227,836 | $80,353,200 | |
| 2 | LOW |
Lowes Companies Inc
|
95,978 | $21,162,189 |
All Filings in HD
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,353,200 | 227,836 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $72,952,077 | 221,813 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $72,437,523 | 210,513 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $79,984,911 | 197,401 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $71,062,531 | 193,821 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $66,011,812 | 180,119 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $66,324,739 | 170,505 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $64,611,166 | 159,455 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $48,041,790 | 139,559 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $53,591,605 | 139,707 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $42,021,613 | 121,257 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $31,875,764 | 105,493 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $28,950,405 | 93,196 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $25,937,211 | 87,887 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $26,189,531 | 82,915 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,765,595 | 78,878 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,633,583 | 82,523 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $21,058,464 | 70,352 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $27,535,083 | 66,348 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $20,572,382 | 62,671 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,081,141 | 62,972 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $16,655,661 | 54,564 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,110,469 | 15,475 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||