Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$383,010
+$53,134 QoQ
Shares Held
1,086
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#3,276
of 4,083 holders
Holding Since
Dec 2022
11 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, 2026Rooted Wealth Advisors, Inc. holds $736,896 across 2 Home Improvement Retail names. HD ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,086 | $383,010 | |
| 2 | LOW |
Lowes Companies Inc
|
1,605 | $353,886 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,010 | 1,086 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $329,876 | 1,003 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $312,786 | 909 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $354,946 | 876 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $271,313 | 740 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $247,014 | 674 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $227,170 | 584 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $241,094 | 595 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $287,656 | 952 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $222,418 | 716 | Shares | Sole | 2023-08-03 | |
| 2022-12-31 | $229,946 | 728 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||