Position in HD
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$9,564,681
-$1,061,754 QoQ
Shares Held
27,120
-16.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#809
of 4,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $10,013,819 across 2 Home Improvement Retail names. HD ranks #1 (95.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
27,120 | $9,564,681 | |
| 2 | LOW |
Lowes Companies Inc
|
2,037 | $449,138 |
All Filings in HD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,564,681 | 27,120 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $10,626,435 | 32,310 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $11,298,867 | 32,836 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $14,611,150 | 36,060 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $15,882,843 | 43,320 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $17,283,668 | 47,160 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $18,652,070 | 47,950 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $19,405,027 | 47,890 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $16,539,010 | 48,045 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $18,538,620 | 48,328 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $17,077,636 | 49,279 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $15,131,869 | 50,079 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $15,580,459 | 50,156 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $14,842,469 | 50,293 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $16,266,473 | 51,499 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $14,749,544 | 53,452 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $15,433,172 | 56,270 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $16,822,944 | 56,202 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $23,363,817 | 56,297 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $18,710,163 | 56,998 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $18,086,483 | 56,717 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $17,309,811 | 56,707 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $15,475,551 | 58,262 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $16,368,782 | 58,942 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $14,389,795 | 57,442 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $10,116,320 | 54,182 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||