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Realta Investment Advisors’s Lowe's Companies LOW Stock Holding History

Realta Investment 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
2026
Q2 		$235K Hold
1,064
– – 0.07% 198
2026
Q1 		$251K Hold
1,064
– – 0.09% 177
2025
Q4 		$257K Buy
1,064
+13
+1% +$3.12K 0.08% 177
2025
Q3 		$264K Sell
1,051
-100
-9% -$24.6K 0.09% 164
2025
Q2 		$255K Buy
1,151
+19
+2% +$4.24K 0.1% 154
2025
Q1 		$264K Buy
1,132
+101
+10% +$24.9K 0.12% 149
2024
Q4 		$256K Sell
1,031
-419
-29% -$112K 0.11% 162
2024
Q3 		$407K Sell
1,450
-6,332
-81% -$1.53M 0.19% 119
2024
Q2 		$1.72M Sell
7,782
-918
-11% -$209K 0.34% 67
2024
Q1 		$2.22M Sell
8,700
-1,085
-11% -$249K 0.46% 45
2023
Q4 		$2.18M Sell
9,785
-456
-4% -$92.4K 0.49% 40
2023
Q3 		$2.31M Sell
10,241
-290
-3% -$65.2K 0.53% 33
2023
Q2 		$2.38M Buy
10,531
+268
+3% +$55.7K 0.52% 33
2023
Q1 		$2.05M Sell
10,263
-383
-4% -$77.8K 0.5% 39
2022
Q4 		$2.12M Sell
10,646
-238
-2% -$47.6K 0.52% 39
2022
Q3 		$2.04M Buy
10,884
+258
+2% +$50.2K 0.54% 34
2022
Q2 		$1.89M Buy
10,626
+492
+5% +$94.9K 0.46% 46
2022
Q1 		$2.05M Sell
10,134
-96
-0.9% -$22.1K 0.41% 49
2021
Q4 		$2.64M Sell
10,230
-532
-5% -$126K 0.58% 29
2021
Q3 		$2.18M Sell
10,762
-355
-3% -$70.8K 0.51% 41
2021
Q2 		$2.16M Buy
11,117
+184
+2% +$36K 0.51% 43
2021
Q1 		$2.08M Sell
10,933
-343
-3% -$58.9K 0.55% 42
2020
Q4 		$1.81M Sell
11,276
-697
-6% -$113K 0.51% 42
2020
Q3 		$1.99M Buy
11,973
+7,629
+176% +$1.17M 0.67% 27
2020
Q2 		$587K Sell
4,344
-707
-14% -$80.7K 0.19% 131
2020
Q1 		$435K Sell
5,051
-4,340
-46% -$474K 0.19% 152
2019
Q4 		$1.11M Sell
9,391
-465
-5% -$53.2K 0.3% 61
2019
Q3 		$1.08M Buy
9,856
+485
+5% +$51.2K 0.29% 69
2019
Q2 		$944K Buy
9,371
+304
+3% +$32.1K 0.26% 83
2019
Q1 		$990K Buy
+9,067
New +$905K 0.45% 44

Other funds holding LOW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Realta Investment Advisors's LOW Position: Q2 2026 in Review

Realta Investment Advisors held its Lowe's Companies (LOW) position steady in Q2 2026 at 1,064 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #198.

Realta Investment Advisors first reported a position in LOW in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.64M in Q4 2021. 1,335 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Realta Investment Advisors held 1,064 shares of Lowe's Companies worth $235K as of Q2 2026.
  • Realta Investment Advisors left its Lowe's Companies share count unchanged in Q2 2026.
  • Lowe's Companies made up 0.07% of Realta Investment Advisors's portfolio in Q2 2026, its #198 holding.
  • Realta Investment Advisors first reported a position in Lowe's Companies in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's Lowe's Companies position peaked at $2.64M in Q4 2021.
  • 1,335 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.