Position in HD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$306,478
+$20,673 QoQ
Shares Held
869
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#3,471
of 4,083 holders
Holding Since
Mar 2026
2 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, 2026Navigate Wealth Management, LLC holds $582,531 across 2 Home Improvement Retail names. HD ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
869 | $306,478 | |
| 2 | LOW |
Lowes Companies Inc
|
1,252 | $276,053 |
All Filings in HD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,478 | 869 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $285,805 | 869 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||