Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,444,272
+$158,333 QoQ
Shares Held
9,766
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#1,388
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, 2026High Net Worth Advisory Group LLC holds $4,225,027 across 2 Home Improvement Retail names. HD ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
9,766 | $3,444,272 | |
| 2 | LOW |
Lowes Companies Inc
|
3,541 | $780,755 |
All Filings in HD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,444,272 | 9,766 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,285,939 | 9,991 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,430,332 | 9,969 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,047,442 | 9,989 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,606,637 | 9,837 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,605,162 | 9,837 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,826,494 | 9,837 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,004,996 | 9,884 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $3,390,764 | 9,850 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,792,269 | 9,886 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,947,407 | 8,505 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,566,244 | 8,493 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $2,620,248 | 8,435 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,421,754 | 8,206 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,717,343 | 8,603 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,415,578 | 8,754 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,512,038 | 9,159 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,406,014 | 8,038 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $3,299,329 | 7,950 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||