Position in HD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$463,774
+$42,467 QoQ
Shares Held
1,315
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#3,069
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, 2026AGH Wealth Advisors, LLC holds $751,071 across 2 Home Improvement Retail names. HD ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
1,315 | $463,774 | |
| 2 | LOW |
Lowes Companies Inc
|
1,303 | $287,297 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,774 | 1,315 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $421,307 | 1,281 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $437,007 | 1,270 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $587,930 | 1,451 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $528,694 | 1,442 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $520,781 | 1,421 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $549,642 | 1,413 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||