Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,678,099
+$2,777,270 QoQ
Shares Held
10,429
+280.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,345
of 4,079 holders
Holding Since
Dec 2022
15 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $4,739,096 across 2 Home Improvement Retail names. HD ranks #1 (77.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
10,429 | $3,678,099 | |
| 2 | LOW |
Lowes Companies Inc
|
4,812 | $1,060,997 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,678,099 | 10,429 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $900,829 | 2,739 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $699,211 | 2,032 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $830,234 | 2,049 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $724,847 | 1,977 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $712,090 | 1,943 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $729,745 | 1,876 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $715,583 | 1,766 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $607,583 | 1,765 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $663,628 | 1,730 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $763,103 | 2,202 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $539,053 | 1,784 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $557,598 | 1,795 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $530,035 | 1,796 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $531,592 | 1,683 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||