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

Root 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 		$291K Sell
1,318
-38
-3% -$8.63K 0.01% 299
2026
Q1 		$320K Sell
1,356
-280
-17% -$73K 0.01% 239
2025
Q4 		$395K Buy
1,636
+41
+3% +$9.84K 0.02% 192
2025
Q3 		$401K Buy
1,595
+260
+19% +$63.9K 0.02% 174
2025
Q2 		$296K Buy
1,335
+188
+16% +$42K 0.03% 182
2025
Q1 		$268K Sell
1,147
-34
-3% -$8.37K 0.03% 170
2024
Q4 		$292K Buy
+1,181
New +$315K 0.04% 159

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

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

Root Financial Partners reduced its Lowe's Companies (LOW) stake by 2.8% in Q2 2026, selling an estimated $8.63K and leaving 1,318 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #299.

Root Financial Partners first reported a position in LOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $401K in Q3 2025. 2,648 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Root Financial Partners held 1,318 shares of Lowe's Companies worth $291K as of Q2 2026.
  • Root Financial Partners sold 38 Lowe's Companies shares in Q2 2026, an estimated $8.63K.
  • Lowe's Companies made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #299 holding.
  • Root Financial Partners first reported a position in Lowe's Companies in Q4 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Lowe's Companies position peaked at $401K in Q3 2025.
  • 2,648 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.