Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,555,511
-$198,379 QoQ
Shares Held
27,094
-8.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#808
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, 2026Rockline Wealth Management, LLC holds $13,224,464 across 2 Home Improvement Retail names. HD ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
27,094 | $9,555,511 | |
| 2 | LOW |
Lowes Companies Inc
|
16,640 | $3,668,953 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,555,511 | 27,094 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,753,890 | 29,657 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,586,580 | 30,766 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,407,728 | 30,622 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,134,856 | 30,370 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,118,207 | 30,337 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $11,580,621 | 29,771 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $11,634,912 | 28,714 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $9,918,931 | 28,814 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $10,303,496 | 26,860 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $9,204,714 | 26,561 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||