Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,184,652
-$200,961 QoQ
Shares Held
3,359
-20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,207
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, 2026AVISO WEALTH MANAGEMENT holds $1,403,819 across 2 Home Improvement Retail names. HD ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,359 | $1,184,652 | |
| 2 | LOW |
Lowes Companies Inc
|
994 | $219,167 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,652 | 3,359 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,385,613 | 4,213 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,723,252 | 5,008 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,305,125 | 5,689 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,005,154 | 5,469 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,075,281 | 2,934 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $848,776 | 2,182 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $885,767 | 2,186 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,066,111 | 3,097 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,195,681 | 3,117 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,077,770 | 3,110 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||