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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Advisor Group's LOW Position: Q1 2026 in Review

United Advisor Group reduced its Lowe's Companies (LOW) stake by 12% in Q1 2026, selling an estimated $99.1K and leaving 2,702 shares worth $638K. The position accounts for 0.08% of the portfolio, ranked #240.

United Advisor Group first reported a position in LOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $907K in Q1 2024. 2,681 funds tracked by Wall St. Rank hold LOW as of Q1 2026.

United Advisor Group held 2,702 shares of Lowe's Companies worth $638K as of Q1 2026.
United Advisor Group sold 380 Lowe's Companies shares in Q1 2026, an estimated $99.1K.
Lowe's Companies made up 0.08% of United Advisor Group's portfolio in Q1 2026, its #240 holding.
United Advisor Group first reported a position in Lowe's Companies in Q4 2023 and has held it in 10 quarters since.
United Advisor Group's Lowe's Companies position peaked at $907K in Q1 2024.
2,681 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.