Position in HD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$364,317
-$151,710 QoQ
Shares Held
1,033
-34.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,323
of 4,083 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, 2026Beverly Hills Private Wealth, LLC holds $1,556,285 across 2 Home Improvement Retail names. HD ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
5,406 | $1,191,968 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,033 | $364,317 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,317 | 1,033 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $516,027 | 1,569 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $481,395 | 1,399 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $623,180 | 1,538 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $567,923 | 1,549 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $601,408 | 1,641 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $618,880 | 1,591 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $619,953 | 1,530 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $568,337 | 1,651 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $883,045 | 2,302 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $826,865 | 2,386 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $646,621 | 2,140 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $898,060 | 2,891 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $622,112 | 2,108 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $229,314 | 726 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||