Position in HD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$626,007
+$32,032 QoQ
Shares Held
1,775
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,806
of 4,083 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, 2026Gratus Wealth Advisors, LLC holds $1,692,958 across 2 Home Improvement Retail names. HD ranks #2 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
4,839 | $1,066,951 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,775 | $626,007 |
All Filings in HD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,007 | 1,775 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $593,975 | 1,806 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $610,777 | 1,775 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $884,529 | 2,183 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $830,072 | 2,264 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $854,654 | 2,332 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $938,243 | 2,412 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $977,342 | 2,412 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $837,191 | 2,432 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $987,002 | 2,573 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $891,673 | 2,573 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||