RFP
LOW icon

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
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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's LOW Position: Q1 2026 in Review

Root Financial Partners reduced its Lowe's Companies (LOW) stake by 17% in Q1 2026, selling an estimated $73K and leaving 1,356 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #239.

Root Financial Partners first reported a position in LOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $401K in Q3 2025. 2,682 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

  • Root Financial Partners held 1,356 shares of Lowe's Companies worth $320K as of Q1 2026.
  • Root Financial Partners sold 280 Lowe's Companies shares in Q1 2026, an estimated $73K.
  • Lowe's Companies made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #239 holding.
  • Root Financial Partners first reported a position in Lowe's Companies in Q4 2024 and has held it in 6 quarters since.
  • Root Financial Partners's Lowe's Companies position peaked at $401K in Q3 2025.
  • 2,682 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.