Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,604,285
+$330,380 QoQ
Shares Held
18,726
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#971
of 4,020 holders
Holding Since
Dec 2022
14 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, 2026SageView Advisory Group, LLC holds $8,124,343 across 2 Home Improvement Retail names. HD ranks #1 (81.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
18,726 | $6,604,285 | |
| 2 | LOW |
Lowes Companies Inc
|
6,894 | $1,520,058 |
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,604,285 | 18,726 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,273,905 | 19,076 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $7,455,270 | 21,666 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,419,460 | 25,715 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,829,963 | 21,356 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,550,060 | 20,601 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $7,798,471 | 20,048 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,829,240 | 16,854 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,148,487 | 20,766 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $8,771,873 | 25,312 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $5,956,177 | 19,712 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,100,348 | 19,638 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,232,906 | 14,343 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,956,449 | 9,360 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||