Position in HD
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,281,639
+$83,493 QoQ
Shares Held
3,634
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,139
of 4,083 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, 2026United Advisor Group, LLC holds $1,883,797 across 2 Home Improvement Retail names. HD ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,634 | $1,281,639 | |
| 2 | LOW |
Lowes Companies Inc
|
2,731 | $602,158 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,281,639 | 3,634 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,198,146 | 3,643 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,209,855 | 3,516 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,488,668 | 3,674 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,053,723 | 2,874 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $850,256 | 2,320 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,198,478 | 3,081 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,188,451 | 2,933 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $893,647 | 2,596 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $832,794 | 2,171 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,395,902 | 4,028 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||