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Naviter Wealth’s Lowe's Companies LOW Stock Holding History

Naviter Wealth’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 		$206K Buy
+935
New +$212K 0.02% 290
2025
Q4 		– Sell
-939
Closed -$236K – 281
2025
Q3 		$236K Buy
939
+20
+2% +$4.91K 0.03% 245
2025
Q2 		$204K Sell
919
-125
-12% -$27.9K 0.03% 258
2025
Q1 		$239K Sell
1,044
-584
-36% -$144K 0.03% 244
2024
Q4 		$402K Sell
1,628
-5,219
-76% -$1.39M 0.05% 220
2024
Q3 		$1.85M Buy
6,847
+18
+0.3% +$4.36K 0.26% 112
2024
Q2 		$1.51M Buy
6,829
+612
+10% +$140K 0.22% 125
2024
Q1 		$1.58M Buy
6,217
+1,056
+20% +$243K 0.26% 112
2023
Q4 		$1.15M Buy
5,161
+417
+9% +$84.5K 0.23% 117
2023
Q3 		$986K Buy
4,744
+243
+5% +$54.7K 0.24% 102
2023
Q2 		$1.02M Buy
4,501
+529
+13% +$110K 0.26% 101
2023
Q1 		$794K Buy
3,972
+326
+9% +$66.2K 0.28% 99
2022
Q4 		$756K Buy
3,646
+407
+13% +$81.3K 0.21% 112
2022
Q3 		$608K Buy
3,239
+190
+6% +$37K 0.25% 101
2022
Q2 		$533K Buy
+3,049
New +$588K 0.22% 114

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

Naviter Wealth's LOW Position: Q2 2026 in Review

Naviter Wealth opened a new position in Lowe's Companies (LOW) in Q2 2026: 935 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #290 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in LOW as recently as Q3 2025.

Naviter Wealth first reported a position in LOW in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.85M in Q3 2024. 2,651 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Naviter Wealth held 935 shares of Lowe's Companies worth $206K as of Q2 2026.
  • Lowe's Companies was a new Naviter Wealth position in Q2 2026.
  • Lowe's Companies made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #290 holding.
  • Naviter Wealth first reported a position in Lowe's Companies in Q2 2022 and has held it in 15 quarters since.
  • Naviter Wealth's Lowe's Companies position peaked at $1.85M in Q3 2024.
  • 2,651 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.