Position in HD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$37,031
+$2,498 QoQ
Shares Held
105
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#4,011
of 4,083 holders
Holding Since
Dec 2025
3 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, 2026Nvest Wealth Strategies, Inc. holds $37,031 across 1 Home Improvement Retail name. HD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
105 | $37,031 |
All Filings in HD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,031 | 105 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $34,533 | 105 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $36,130 | 105 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||