Position in HD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$998,437
+$122,932 QoQ
Shares Held
2,831
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,371
of 4,086 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $2,299,548 across 2 Home Improvement Retail names. HD ranks #2 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
|
5,901 | $1,301,111 | |
| 2 | HD |
Home Depot, Inc.
This page
|
2,831 | $998,437 |
All Filings in HD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,437 | 2,831 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $875,505 | 2,662 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $812,076 | 2,360 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $346,237 | 4,989 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $983,695 | 2,683 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||