Position in HD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$583,685
-$32,983 QoQ
Shares Held
1,655
-11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,869
of 4,083 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $1,524,074 across 2 Home Improvement Retail names. HD ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
4,265 | $940,389 | |
| 2 | HD |
Home Depot, Inc.
This page
|
1,655 | $583,685 |
All Filings in HD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,685 | 1,655 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $616,668 | 1,875 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $588,066 | 1,709 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $506,082 | 1,249 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $485,798 | 1,325 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $728,948 | 1,989 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $702,515 | 1,806 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $725,308 | 1,790 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||