Position in HD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$219,366
+$6,025 QoQ
Shares Held
622
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#3,786
of 4,086 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, 2026Wallace Advisory Group, LLC holds $529,594 across 2 Home Improvement Retail names. HD ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
1,407 | $310,228 | |
| 2 | HD |
Home Depot, Inc.
This page
|
622 | $219,366 |
All Filings in HD
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,366 | 622 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $213,341 | 620 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $406,405 | 1,003 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $471,865 | 1,287 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $470,939 | 1,285 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $551,198 | 1,417 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $561,607 | 1,386 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $480,903 | 1,397 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $617,596 | 1,610 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $714,584 | 2,062 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $665,657 | 2,203 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $653,896 | 2,105 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $621,226 | 2,105 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $643,090 | 2,036 | Shares | Sole | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||