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Heritage Oak Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Heritage Oak Wealth Advisors’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
Q1 		– Sell
-1,351
Closed -$333K – 80
2024
Q4 		$333K Buy
1,351
+227
+20% +$60.6K 0.16% 52
2024
Q3 		$305K Sell
1,124
-2,063
-65% -$500K 0.14% 106
2024
Q2 		$703K Buy
+3,187
New +$727K 0.36% 41

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heritage Oak Wealth Advisors's LOW Position: Q1 2025 in Review

Heritage Oak Wealth Advisors sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 1,351 shares — an estimated $333K sold.

Heritage Oak Wealth Advisors first reported a position in LOW in Q2 2024 and held it in 3 quarters. The position peaked at $703K in Q2 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • Heritage Oak Wealth Advisors reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,351 Lowe's Companies shares in Q1 2025, an estimated $333K.
  • Heritage Oak Wealth Advisors first reported a position in Lowe's Companies in Q2 2024 and held it in 3 quarters.
  • Heritage Oak Wealth Advisors's Lowe's Companies position peaked at $703K in Q2 2024.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.