Position in HD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$84,524
-$3,909 QoQ
Shares Held
257
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Mar 31, 2026Evelyn Partners Asset Management Ltd holds $88,540 across 2 Home Improvement Retail names. HD ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
257 | $84,524 | |
| 2 | LOW |
Lowes Companies Inc
|
17 | $4,016 |
All Filings in HD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,524 | 257 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $88,433 | 257 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $91,978 | 227 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $70,394 | 192 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $70,366 | 192 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $80,520 | 207 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||