Position in HD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,719,058
-$559,452 QoQ
Shares Held
16,216
-15.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,067
of 4,086 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, 2026GC Wealth Management RIA, LLC holds $8,328,116 across 2 Home Improvement Retail names. HD ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
16,216 | $5,719,058 | |
| 2 | LOW |
Lowes Companies Inc
|
11,833 | $2,609,058 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,719,058 | 16,216 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,278,510 | 19,090 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,635,624 | 19,284 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,197,848 | 32,572 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,626,090 | 15,345 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $903,764 | 2,466 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $972,863 | 2,501 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,821,374 | 4,495 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $944,594 | 2,744 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,122,030 | 2,925 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $697,258 | 2,012 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||