Position in HD
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$366,181,295
-$1,125,358 QoQ
Shares Held
1,038,282
-7.0% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 41%
Shared 2%
None 57%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Corient Private Wealth LLC holds $417,412,145 across 2 Home Improvement Retail names. HD ranks #1 (87.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,038,282 | $366,181,295 | |
| 2 | LOW |
Lowes Companies Inc
|
232,350 | $51,230,850 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,181,295 | 1,038,282 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $367,306,653 | 1,116,807 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $414,867,606 | 1,205,660 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $428,344,176 | 1,057,144 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $445,754,677 | 1,215,783 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $455,804,345 | 1,243,702 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $514,774,194 | 1,323,361 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $452,696,733 | 1,117,218 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $389,591,209 | 1,131,743 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $472,404,165 | 1,231,502 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $430,051,914 | 1,240,952 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $312,040,630 | 1,032,700 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $324,448,878 | 1,044,453 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $263,134,007 | 891,617 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $191,529,606 | 606,375 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||