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Atria Wealth Solutions’s Lowe's Companies LOW Stock Holding History

Atria Wealth Solutions’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.23M Sell
10,050
-22,467
-69% -$5.01M 0.05% 390
2025
Q1 		$7.58M Buy
32,517
+309
+1% +$76K 0.09% 230
2024
Q4 		$7.95M Sell
32,208
-569
-2% -$152K 0.09% 239
2024
Q3 		$8.88M Sell
32,777
-1,180
-3% -$286K 0.1% 213
2024
Q2 		$7.49M Sell
33,957
-37
-0.1% -$8.44K 0.08% 247
2024
Q1 		$8.66M Sell
33,994
-2,689
-7% -$618K 0.1% 223
2023
Q4 		$8.16M Buy
36,683
+4,152
+13% +$842K 0.1% 202
2023
Q3 		$6.76M Sell
32,531
-567
-2% -$128K 0.09% 221
2023
Q2 		$7.47M Buy
33,098
+1,479
+5% +$308K 0.1% 196
2023
Q1 		$6.32M Sell
31,619
-190
-0.6% -$38.6K 0.09% 214
2022
Q4 		$6.34M Buy
31,809
+74
+0.2% +$14.8K 0.1% 214
2022
Q3 		$5.96M Buy
31,735
+14,666
+86% +$2.86M 0.1% 198
2022
Q2 		$2.98M Sell
17,069
-8,177
-32% -$1.58M 0.06% 342
2022
Q1 		$5.1M Buy
+25,246
New +$5.81M 0.08% 249

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's LOW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Lowe's Companies (LOW) stake by 69% in Q2 2025, selling an estimated $5.01M and leaving 10,050 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #390.

Atria Wealth Solutions first reported a position in LOW in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.88M in Q3 2024. 2,608 funds tracked by Wall St. Rank hold LOW as of Q2 2025.

  • Atria Wealth Solutions held 10,050 shares of Lowe's Companies worth $2.23M as of Q2 2025.
  • Atria Wealth Solutions sold 22,467 Lowe's Companies shares in Q2 2025, an estimated $5.01M.
  • Lowe's Companies made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #390 holding.
  • Atria Wealth Solutions first reported a position in Lowe's Companies in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Lowe's Companies position peaked at $8.88M in Q3 2024.
  • 2,608 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.