Position in HD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,629,118
-$151,547 QoQ
Shares Held
35,809
-7.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#694
of 4,086 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $14,619,922 across 2 Home Improvement Retail names. HD ranks #1 (86.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
35,809 | $12,629,118 | |
| 2 | LOW |
Lowes Companies Inc
|
9,029 | $1,990,804 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,629,118 | 35,809 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $12,780,665 | 38,860 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,769,161 | 40,015 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $16,697,069 | 41,208 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,150,104 | 38,594 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $13,018,091 | 35,521 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $13,394,481 | 34,434 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||