Position in HD
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,815,243
-$1,149,042 QoQ
Shares Held
5,147
-42.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,864
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, 2026Gateway Wealth Partners, LLC holds $2,190,516 across 2 Home Improvement Retail names. HD ranks #1 (82.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
5,147 | $1,815,243 | |
| 2 | LOW |
Lowes Companies Inc
|
1,702 | $375,273 |
All Filings in HD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,815,243 | 5,147 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,964,285 | 9,013 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $882,960 | 2,566 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $966,783 | 2,386 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $434,835 | 1,186 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $421,097 | 1,149 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $469,899 | 1,208 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $434,779 | 1,073 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $388,302 | 1,128 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $449,579 | 1,172 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $447,396 | 1,291 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $928,537 | 3,073 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $828,787 | 2,668 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $810,104 | 2,745 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $853,453 | 2,702 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||