UAG
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United Advisor Group’s Lowe's Companies LOW Stock Holding History

United Advisor Group’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 		$602K Buy
2,731
+29
+1% +$6.59K 0.06% 283
2026
Q1 		$638K Sell
2,702
-380
-12% -$99.1K 0.08% 240
2025
Q4 		$743K Sell
3,082
-276
-8% -$66.3K 0.09% 222
2025
Q3 		$844K Buy
3,358
+404
+14% +$99.3K 0.11% 191
2025
Q2 		$656K Buy
2,954
+104
+4% +$23.2K 0.11% 181
2025
Q1 		$665K Buy
2,850
+71
+3% +$17.5K 0.14% 153
2024
Q4 		$686K Sell
2,779
-538
-16% -$144K 0.14% 161
2024
Q3 		$898K Buy
3,317
+9
+0.3% +$2.18K 0.2% 114
2024
Q2 		$729K Sell
3,308
-253
-7% -$57.7K 0.23% 98
2024
Q1 		$907K Buy
3,561
+1,659
+87% +$381K 0.34% 80
2023
Q4 		$424K Buy
+1,902
New +$386K 0.51% 37

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

United Advisor Group's LOW Position: Q2 2026 in Review

United Advisor Group increased its Lowe's Companies (LOW) stake by 1.1% in Q2 2026, buying an estimated $6.59K and bringing the position to 2,731 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #283.

United Advisor Group first reported a position in LOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $907K in Q1 2024. 2,648 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • United Advisor Group held 2,731 shares of Lowe's Companies worth $602K as of Q2 2026.
  • United Advisor Group bought 29 Lowe's Companies shares in Q2 2026, an estimated $6.59K.
  • Lowe's Companies made up 0.06% of United Advisor Group's portfolio in Q2 2026, its #283 holding.
  • United Advisor Group first reported a position in Lowe's Companies in Q4 2023 and has held it in 11 quarters since.
  • United Advisor Group's Lowe's Companies position peaked at $907K in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.