Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,824,908
+$2,142,022 QoQ
Shares Held
22,187
+28.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#906
of 4,083 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Modern Wealth Management, LLC holds $8,811,599 across 2 Home Improvement Retail names. HD ranks #1 (88.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
22,187 | $7,824,908 | |
| 2 | LOW |
Lowes Companies Inc
|
4,475 | $986,691 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,824,908 | 22,187 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,682,886 | 17,279 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $5,282,276 | 15,351 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $6,319,339 | 15,596 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $5,520,496 | 15,057 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $5,327,662 | 14,537 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $5,495,648 | 14,128 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $4,879,822 | 12,043 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $3,756,345 | 10,912 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $3,363,787 | 8,769 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $822,708 | 2,374 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||