Position in HD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$275,795
+$49,519 QoQ
Shares Held
782
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,580
of 4,083 holders
Holding Since
Mar 2024
8 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, 2026Baron Wealth Management LLC holds $1,241,541 across 2 Home Improvement Retail names. HD ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
4,380 | $965,746 | |
| 2 | HD |
Home Depot, Inc.
This page
|
782 | $275,795 |
All Filings in HD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,795 | 782 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $226,276 | 688 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $353,046 | 1,026 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $311,185 | 768 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $265,814 | 725 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $312,358 | 803 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $316,056 | 780 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $216,350 | 564 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||