Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,707,067
+$1,016,109 QoQ
Shares Held
16,182
+13.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,070
of 4,096 holders
Holding Since
Sep 2022
13 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, 2026Icon Wealth Advisors, LLC holds $6,673,033 across 2 Home Improvement Retail names. HD ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
16,182 | $5,707,067 | |
| 2 | LOW |
Lowes Companies Inc
|
4,381 | $965,966 |
All Filings in HD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,707,067 | 16,182 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,690,958 | 14,263 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,513,858 | 16,024 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,542,197 | 16,146 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,068,625 | 16,552 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,763,788 | 15,727 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,147,208 | 15,803 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,317,878 | 15,592 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,129,864 | 14,902 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,103,798 | 13,305 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,482,134 | 10,048 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $6,439,121 | 20,386 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,580,610 | 20,224 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||