UWS
LOW icon

Unique Wealth Strategies’s Lowe's Companies LOW Stock Holding History

Unique Wealth Strategies’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
2025
Q3 		– Sell
-2,675
Closed -$593K – 237
2025
Q2 		$593K Buy
2,675
+464
+21% +$104K 0.25% 114
2025
Q1 		$516K Buy
2,211
+141
+7% +$34.7K 0.23% 130
2024
Q4 		$511K Buy
2,070
+96
+5% +$25.6K 0.22% 138
2024
Q3 		$535K Buy
1,974
+1,935
+4,962% +$469K 0.23% 116
2024
Q2 		$9.93K Buy
+39
New +$8.9K ﹤0.01% 317

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Unique Wealth Strategies's LOW Position: Q3 2025 in Review

Unique Wealth Strategies sold out of Lowe's Companies (LOW) in Q3 2025, closing a stake of 2,675 shares — an estimated $593K sold.

Unique Wealth Strategies first reported a position in LOW in Q2 2024 and held it in 5 quarters. The position peaked at $593K in Q2 2025. 2,650 funds tracked by Wall St. Rank hold LOW as of Q3 2025.

  • Unique Wealth Strategies reported no remaining Lowe's Companies position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,675 Lowe's Companies shares in Q3 2025, an estimated $593K.
  • Unique Wealth Strategies first reported a position in Lowe's Companies in Q2 2024 and held it in 5 quarters.
  • Unique Wealth Strategies's Lowe's Companies position peaked at $593K in Q2 2025.
  • 2,650 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.