Position in HD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$793,530
-$5,991 QoQ
Shares Held
2,250
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,583
of 4,079 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $946,550 across 2 Home Improvement Retail names. HD ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
2,250 | $793,530 | |
| 2 | LOW |
Lowes Companies Inc
|
694 | $153,020 |
All Filings in HD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,530 | 2,250 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $799,521 | 2,431 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $788,324 | 2,291 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $897,890 | 2,216 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $835,198 | 2,278 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $820,924 | 2,240 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $833,980 | 2,144 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||