Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,668,729
-$99,209 QoQ
Shares Held
7,567
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,565
of 4,085 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $4,184,597 across 2 Home Improvement Retail names. HD ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
7,567 | $2,668,729 | |
| 2 | LOW |
Lowes Companies Inc
|
6,875 | $1,515,868 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,668,729 | 7,567 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,767,938 | 8,416 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,817,146 | 8,187 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,380,500 | 8,343 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,017,813 | 8,231 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,390,980 | 6,524 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,599,620 | 6,683 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,448,218 | 6,042 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,039,277 | 5,924 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,326,534 | 6,065 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,002,019 | 5,777 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||