Position in HD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,508,612
+$163,298 QoQ
Shares Held
7,113
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,603
of 4,083 holders
Holding Since
Mar 2022
18 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, 2026Wealthspire Retirement, LLC holds $2,804,068 across 2 Home Improvement Retail names. HD ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
7,113 | $2,508,612 | |
| 2 | LOW |
Lowes Companies Inc
|
1,340 | $295,456 |
All Filings in HD
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,508,612 | 7,113 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,345,314 | 7,131 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,481,305 | 7,211 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,871,986 | 7,088 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,746,133 | 7,490 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,994,589 | 8,171 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,153,930 | 8,108 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,283,740 | 8,104 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $3,249,281 | 9,439 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $3,624,636 | 9,449 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $3,203,161 | 9,243 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $2,746,332 | 9,089 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $2,864,722 | 9,222 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $2,753,764 | 9,331 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $2,946,973 | 9,330 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $2,578,383 | 9,344 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $2,562,504 | 9,343 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $2,796,340 | 9,342 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||