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 Q3	$209K	Sell	1,136 -182	-14%	-$37.8K	0.01%	427
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%	+$9.8K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's LOW Position: Q3 2026 in Review

Root Financial Partners reduced its Lowe's Companies (LOW) stake by 14% in Q3 2026, selling an estimated $37.8K and leaving 1,136 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #427.

Root Financial Partners first reported a position in LOW in Q4 2024 and has held it in 8 quarters since. The position peaked at $401K in Q3 2025. 2,019 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

Root Financial Partners held 1,136 shares of Lowe's Companies worth $209K as of Q3 2026.
Root Financial Partners sold 182 Lowe's Companies shares in Q3 2026, an estimated $37.8K.
Lowe's Companies made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #427 holding.
Root Financial Partners first reported a position in Lowe's Companies in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's Lowe's Companies position peaked at $401K in Q3 2025.
2,019 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.