Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,463,518
+$2,839,131 QoQ
Shares Held
12,656
+156.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,220
of 4,083 holders
Holding Since
Mar 2024
9 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, 2026Wealth Group, Ltd. holds $9,409,990 across 2 Home Improvement Retail names. HD ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
22,434 | $4,946,472 | |
| 2 | HD |
Home Depot, Inc.
This page
|
12,656 | $4,463,518 |
All Filings in HD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,463,518 | 12,656 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,624,387 | 4,939 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,486,167 | 4,319 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $1,653,546 | 4,510 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,124,176 | 5,796 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,198,182 | 5,651 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,303,967 | 5,686 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,985,920 | 5,769 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,212,221 | 5,767 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||