Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,181,622
-$204,918 QoQ
Shares Held
20,363
-9.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#936
of 4,083 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $9,376,379 across 2 Home Improvement Retail names. HD ranks #1 (76.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
20,363 | $7,181,622 | |
| 2 | LOW |
Lowes Companies Inc
|
9,954 | $2,194,757 |
All Filings in HD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,181,622 | 20,363 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,386,540 | 22,459 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,700,269 | 22,378 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,914,144 | 12,128 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,355,489 | 9,152 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,384,901 | 9,236 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $3,927,243 | 10,096 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $7,053,316 | 17,407 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,043,460 | 14,651 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $4,202,338 | 10,955 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,423,364 | 12,764 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $995,617 | 3,295 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,205,593 | 3,881 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||