Position in HD
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$61,719
+$2,848 QoQ
Shares Held
175
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#3,989
of 4,083 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, 2026Copia Wealth Management holds $144,402 across 2 Home Improvement Retail names. HD ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
375 | $82,683 | |
| 2 | HD |
Home Depot, Inc.
This page
|
175 | $61,719 |
All Filings in HD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,719 | 175 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $58,871 | 179 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $60,905 | 177 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $83,063 | 205 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $44,363 | 121 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $44,345 | 121 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $47,067 | 121 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||