CFP
LOW icon

Cascade Financial Partners’s Lowe's Companies LOW Stock Holding History

Cascade Financial Partners’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
2026
Q2 		– Sell
-872
Closed -$206K – 287
2026
Q1 		$206K Sell
872
-7
-0.8% -$1.83K 0.02% 251
2025
Q4 		$212K Hold
879
– – 0.02% 253
2025
Q3 		$221K Buy
+879
New +$216K 0.03% 245
2025
Q2 		– Sell
-879
Closed -$205K – 264
2025
Q1 		$205K Buy
879
+26
+3% +$6.4K 0.03% 235
2024
Q4 		$210K Buy
853
+10
+1% +$2.67K 0.03% 238
2024
Q3 		$229K Buy
+843
New +$204K 0.03% 222

Other funds holding LOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Cascade Financial Partners's LOW Position: Q2 2026 in Review

Cascade Financial Partners sold out of Lowe's Companies (LOW) in Q2 2026, closing a stake of 872 shares — an estimated $206K sold.

Cascade Financial Partners first reported a position in LOW in Q3 2024 and held it in 6 quarters. The position peaked at $229K in Q3 2024. 2,653 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Cascade Financial Partners reported no remaining Lowe's Companies position as of Q2 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 872 Lowe's Companies shares in Q2 2026, an estimated $206K.
  • Cascade Financial Partners first reported a position in Lowe's Companies in Q3 2024 and held it in 6 quarters.
  • Cascade Financial Partners's Lowe's Companies position peaked at $229K in Q3 2024.
  • 2,653 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.