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Rooted Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Rooted Wealth 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 		$354K Buy
1,605
+326
+25% +$74K 0.09% 106
2026
Q1 		$324K Buy
1,279
+93
+8% +$24.3K 0.09% 112
2025
Q4 		$327K Buy
1,186
+66
+6% +$15.8K 0.09% 107
2025
Q3 		$276K Buy
+1,120
New +$275K 0.08% 108

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

Rooted Wealth Advisors's LOW Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Lowe's Companies (LOW) stake by 25% in Q2 2026, buying an estimated $74K and bringing the position to 1,605 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #106.

Rooted Wealth Advisors first reported a position in LOW in Q3 2025 and has held it in 4 quarters since. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Rooted Wealth Advisors held 1,605 shares of Lowe's Companies worth $354K as of Q2 2026.
  • Rooted Wealth Advisors bought 326 Lowe's Companies shares in Q2 2026, an estimated $74K.
  • Lowe's Companies made up 0.09% of Rooted Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Rooted Wealth Advisors first reported a position in Lowe's Companies in Q3 2025 and has held it in 4 quarters since.
  • 2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.