Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$302,599
+$129,603 QoQ
Shares Held
858
+63.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#3,479
of 4,083 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $378,447 across 2 Home Improvement Retail names. HD ranks #1 (80.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
858 | $302,599 | |
| 2 | LOW |
Lowes Companies Inc
|
344 | $75,848 |
All Filings in HD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,599 | 858 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $172,996 | 526 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $116,649 | 339 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $52,269 | 129 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $162,788 | 444 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||