Confluence Wealth Services, Inc.

Position in HD — Home Depot, Inc.

CIK 1910411 MCMURRAY, PA

Position in HD

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$6,958,729

+$1,919,148 QoQ

Shares Held

19,731

+28.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#959

of 4,086 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $9,212,798 across 2 Home Improvement Retail names. HD ranks #1 (75.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HD	Home Depot, Inc. This page	19,731	$6,958,729
2	LOW	Lowes Companies Inc	10,223	$2,254,069

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,958,729	19,731	+28.8%	Shares	Sole	2026-07-22
2026-03-31	$5,039,581	15,323	+8.3%	Shares	Sole	2026-05-07
2025-12-31	$4,870,735	14,155	-4.7%	Shares	Sole	2026-01-28
2025-09-30	$6,016,666	14,849	+0.0%	Shares	Sole	2025-10-28
2025-06-30	$5,442,037	14,843	+0.9%	Shares	Sole	2025-07-22
2025-03-31	$5,393,266	14,716	-5.8%	Shares	Sole	2025-04-24
2024-12-31	$6,079,524	15,629	+3.3%	Shares	Sole	2025-01-27
2024-09-30	$6,130,270	15,129	-8.5%	Shares	Sole	2024-10-29
2024-06-30	$5,691,664	16,534	+7.6%	Shares	Sole	2024-07-31
2024-03-31	$5,894,397	15,366	+4.9%	Shares	Sole	2024-04-22
2023-12-31	$5,078,690	14,655	+2.7%	Shares	Sole	2024-01-25
2023-09-30	$4,312,729	14,273	-1.1%	Shares	Sole	2023-11-01
2023-06-30	$4,480,982	14,425	+4.3%	Shares	Sole	2023-08-01
2023-03-31	$4,083,280	13,836	+7.7%	Shares	Sole	2023-05-12
2022-12-31	$4,059,432	12,852	+2.7%	Shares	Sole	2023-02-10
2022-09-30	$3,452,561	12,512	+7.3%	Shares	Sole	2022-11-08
2022-03-31	$3,491,085	11,663	+4.7%	Shares	Sole	2022-04-26
2021-12-31	$4,621,136	11,135	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.