Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$136,134
-$293,396 QoQ
Shares Held
386
-70.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,914
of 4,083 holders
Holding Since
Sep 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, 2026Bell Investment Advisors, Inc holds $178,000 across 3 Home Improvement Retail names. HD ranks #1 (76.5% of the industry book) .
All Filings in HD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,134 | 386 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $429,530 | 1,306 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $177,555 | 516 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $181,930 | 449 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $157,655 | 430 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $152,459 | 416 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $159,096 | 409 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $162,080 | 400 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $137,007 | 398 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $156,125 | 407 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $135,847 | 392 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $118,748 | 393 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $119,907 | 386 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $101,226 | 343 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $140,241 | 444 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $39,735 | 144 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $98,188 | 358 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $128,238 | 309 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $83,706 | 255 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||