OneAscent Family Office, LLC
Family OfficePosition in HD — Home Depot, Inc.
CIK 2055812
BIRMINGHAM, AL
Position in HD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,074,263
+$268,483 QoQ
Shares Held
3,046
+24.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#2,294
of 4,079 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026OneAscent Family Office, LLC holds $1,513,479 across 2 Home Improvement Retail names. HD ranks #1 (71.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,046 | $1,074,263 | |
| 2 | LOW |
Lowes Companies Inc
|
1,992 | $439,216 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,074,263 | 3,046 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $805,780 | 2,450 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $742,223 | 2,157 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $639,389 | 1,578 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $573,424 | 1,564 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,010,778 | 2,758 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $434,890 | 1,118 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||