Position in HD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$287,434
+$12,154 QoQ
Shares Held
815
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,528
of 4,079 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $408,923 across 2 Home Improvement Retail names. HD ranks #1 (70.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
815 | $287,434 | |
| 2 | LOW |
Lowes Companies Inc
|
551 | $121,489 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,434 | 815 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $275,280 | 837 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $323,109 | 939 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||