Position in HD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$696,895
-$114,805 QoQ
Shares Held
1,976
-19.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,701
of 4,083 holders
Holding Since
Dec 2024
7 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, 2026Uniting Wealth Partners, LLC holds $1,034,465 across 2 Home Improvement Retail names. HD ranks #1 (67.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,976 | $696,895 | |
| 2 | LOW |
Lowes Companies Inc
|
1,531 | $337,570 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,895 | 1,976 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $811,700 | 2,468 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $894,315 | 2,599 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,037,286 | 2,560 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $344,641 | 940 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $344,500 | 940 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $367,984 | 946 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||