Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,315,177
+$2,579,590 QoQ
Shares Held
49,096
+9.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#580
of 4,083 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $21,471,193 across 2 Home Improvement Retail names. HD ranks #1 (80.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
49,096 | $17,315,177 | |
| 2 | LOW |
Lowes Companies Inc
|
18,849 | $4,156,016 |
All Filings in HD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,315,177 | 49,096 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $14,735,587 | 44,804 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $43,915,418 | 127,624 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $53,182,808 | 131,254 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $48,642,128 | 132,670 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $45,775,700 | 124,903 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $56,646,668 | 145,625 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $59,095,178 | 145,842 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $48,191,534 | 139,994 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $53,836,725 | 140,346 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $41,386,733 | 119,425 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $34,241,073 | 113,321 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||