Position in HD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$233,826
+$1,472 QoQ
Shares Held
663
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#3,728
of 4,083 holders
Holding Since
Mar 2024
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, 2026Foguth Wealth Management, LLC. holds $804,895 across 2 Home Improvement Retail names. HD ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
2,590 | $571,069 | |
| 2 | HD |
Home Depot, Inc.
This page
|
663 | $233,826 |
All Filings in HD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,826 | 663 | Shares | Sole | 2026-07-21 | |
| 2025-03-31 | $232,354 | 634 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $221,724 | 570 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $215,566 | 532 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $215,199 | 561 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||