Position in HD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,933
+$738 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4,058
of 4,083 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Cetera Trust Company, N.A holds $116,106 across 2 Home Improvement Retail names. HD ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
477 | $105,173 | |
| 2 | HD |
Home Depot, Inc.
This page
|
31 | $10,933 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,933 | 31 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,195 | 31 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,667 | 31 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,560 | 31 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,365 | 31 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $126,805 | 346 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $187,882 | 483 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $195,711 | 483 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $213,084 | 619 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $287,316 | 749 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $259,565 | 749 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||