Position in HD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,446,340
+$559,982 QoQ
Shares Held
4,101
+52.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#2,047
of 4,086 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026QTR Family Wealth, LLC holds $1,867,696 across 2 Home Improvement Retail names. HD ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,101 | $1,446,340 | |
| 2 | LOW |
Lowes Companies Inc
|
1,911 | $421,356 |
All Filings in HD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,446,340 | 4,101 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $886,358 | 2,695 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $837,539 | 2,434 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,227,725 | 3,030 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $942,998 | 2,572 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $619,734 | 1,691 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||