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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
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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Naviter Wealth's LOW Position: Q4 2025 in Review

Naviter Wealth sold out of Lowe's Companies (LOW) in Q4 2025, closing a stake of 939 shares — an estimated $236K sold.

Naviter Wealth first reported a position in LOW in Q2 2022 and held it in 14 quarters. The position peaked at $1.85M in Q3 2024. 2,709 funds tracked by Wall St. Rank hold LOW as of Q4 2025.

  • Naviter Wealth reported no remaining Lowe's Companies position as of Q4 2025 after selling out during the quarter.
  • Naviter Wealth sold 939 Lowe's Companies shares in Q4 2025, an estimated $236K.
  • Naviter Wealth first reported a position in Lowe's Companies in Q2 2022 and held it in 14 quarters.
  • Naviter Wealth's Lowe's Companies position peaked at $1.85M in Q3 2024.
  • 2,709 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2025.

Based on Naviter Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.