Position in HD
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,799,220
+$78,972 QoQ
Shares Held
7,937
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,527
of 4,079 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $4,932,503 across 3 Home Improvement Retail names. HD ranks #1 (56.8% of the industry book) .
All Filings in HD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,799,220 | 7,937 | Shares | Other | 2026-07-14 | |
| 2026-03-31 | $2,720,248 | 8,271 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,541,178 | 7,385 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,453,434 | 8,523 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,843,659 | 7,756 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,714,224 | 7,406 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $2,840,015 | 7,301 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $2,900,015 | 7,157 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,270,951 | 6,597 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $2,591,985 | 6,757 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $2,759,924 | 7,964 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $2,533,309 | 8,384 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $2,559,362 | 8,239 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||