Position in HD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,160,165
+$333,839 QoQ
Shares Held
6,125
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,722
of 4,079 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, 2026Quotient Wealth Partners, LLC holds $2,673,024 across 2 Home Improvement Retail names. HD ranks #1 (80.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
6,125 | $2,160,165 | |
| 2 | LOW |
Lowes Companies Inc
|
2,326 | $512,859 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,160,165 | 6,125 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,826,326 | 5,553 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,021,243 | 5,874 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,657,641 | 6,559 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,585,911 | 7,053 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,382,917 | 6,502 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,774,665 | 7,133 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,003,747 | 7,413 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,722,249 | 7,908 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,715,211 | 12,292 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,861,200 | 16,913 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||