Position in HD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$203,143
-$42,208 QoQ
Shares Held
576
-22.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#3,850
of 4,083 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $237,759 across 2 Home Improvement Retail names. HD ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
576 | $203,143 | |
| 2 | LOW |
Lowes Companies Inc
|
157 | $34,616 |
All Filings in HD
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,143 | 576 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $245,351 | 746 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $246,375 | 716 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $274,313 | 677 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $233,549 | 637 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $238,584 | 651 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $240,006 | 617 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $226,506 | 559 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $191,741 | 557 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $222,104 | 579 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $214,167 | 618 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $168,000 | 556 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $174,579 | 562 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $149,625 | 507 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $145,611 | 461 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $127,208 | 461 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||