United Capital Financial Advisors’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.8M | Sell |
148,595
-3,291
| -2% | -$747K | 0.18% | 112 |
|
|
2026
Q1 | $35.9M | Sell |
151,886
-1,786
| -1% | -$466K | 0.22% | 87 |
|
|
2025
Q4 | $37.1M | Sell |
153,672
-534
| -0.3% | -$128K | 0.22% | 88 |
|
|
2025
Q3 | $38.8M | Buy |
154,206
+1,103
| +0.7% | +$271K | 0.28% | 76 |
|
|
2025
Q2 | $34M | Sell |
153,103
-2,726
| -2% | -$608K | 0.27% | 81 |
|
|
2025
Q1 | $36.3M | Buy |
155,829
+233
| +0.1% | +$57.3K | 0.31% | 73 |
|
|
2024
Q4 | $38.4M | Buy |
155,596
+218
| +0.1% | +$58.2K | 0.32% | 67 |
|
|
2024
Q3 | $42.1M | Buy |
155,378
+423
| +0.3% | +$102K | 0.35% | 63 |
|
|
2024
Q2 | $34.2M | Sell |
154,955
-28,259
| -15% | -$6.45M | 0.29% | 69 |
|
|
2024
Q1 | $46.7M | Sell |
183,214
-1,246
| -0.7% | -$286K | 0.38% | 60 |
|
|
2023
Q4 | $41.1M | Buy |
184,460
+13,015
| +8% | +$2.64M | 0.34% | 65 |
|
|
2023
Q3 | $35.6M | Sell |
171,445
-15,579
| -8% | -$3.5M | 0.23% | 91 |
|
|
2023
Q2 | $42.2M | Sell |
187,024
-6,909
| -4% | -$1.44M | 0.23% | 84 |
|
|
2023
Q1 | $38.8M | Buy |
193,933
+32
| +0% | +$6.5K | 0.22% | 90 |
|
|
2022
Q4 | $38.6M | Sell |
193,901
-5,827
| -3% | -$1.16M | 0.22% | 95 |
|
|
2022
Q3 | $37.5M | Sell |
199,728
-4,476
| -2% | -$872K | 0.22% | 91 |
|
|
2022
Q2 | $35.7M | Buy |
204,204
+5,421
| +3% | +$1.05M | 0.2% | 106 |
|
|
2022
Q1 | $40.2M | Sell |
198,783
-10,112
| -5% | -$2.33M | 0.2% | 105 |
|
|
2021
Q4 | $54M | Sell |
208,895
-8,946
| -4% | -$2.13M | 0.25% | 81 |
|
|
2021
Q3 | $44.2M | Sell |
217,841
-831
| -0.4% | -$166K | 0.22% | 97 |
|
|
2021
Q2 | $42.4M | Sell |
218,672
-1,878
| -0.9% | -$367K | 0.21% | 101 |
|
|
2021
Q1 | $41.9M | Sell |
220,550
-5,282
| -2% | -$906K | 0.23% | 94 |
|
|
2020
Q4 | $36.2M | Sell |
225,832
-33,092
| -13% | -$5.38M | 0.22% | 101 |
|
|
2020
Q3 | $42.9M | Sell |
258,924
-8,195
| -3% | -$1.26M | 0.28% | 83 |
|
|
2020
Q2 | $36.1M | Buy |
267,119
+34,025
| +15% | +$3.89M | 0.26% | 89 |
|
|
2020
Q1 | $20.1M | Sell |
233,094
-7,705
| -3% | -$842K | 0.17% | 133 |
|
|
2019
Q4 | $28.8M | Sell |
240,799
-17,300
| -7% | -$1.98M | 0.19% | 117 |
|
|
2019
Q3 | $28.4M | Sell |
258,099
-14,785
| -5% | -$1.56M | 0.2% | 111 |
|
|
2019
Q2 | $27.5M | Buy |
272,884
+32,369
| +13% | +$3.41M | 0.18% | 120 |
|
|
2019
Q1 | $26.3M | Sell |
240,515
-14,566
| -6% | -$1.45M | 0.19% | 120 |
|
|
2018
Q4 | $23.6M | Sell |
255,081
-1,451
| -0.6% | -$140K | 0.19% | 114 |
|
|
2018
Q3 | $29.5M | Buy |
256,532
+781
| +0.3% | +$81.4K | 0.21% | 106 |
|
|
2018
Q2 | $24.4M | Sell |
255,751
-7,217
| -3% | -$653K | 0.18% | 125 |
|
|
2018
Q1 | $23.1M | Sell |
262,968
-3,305
| -1% | -$313K | 0.18% | 135 |
|
|
2017
Q4 | $24.7M | Buy |
266,273
+3,041
| +1% | +$251K | 0.2% | 118 |
|
|
2017
Q3 | $21M | Buy |
263,232
+25,991
| +11% | +$1.99M | 0.18% | 130 |
|
|
2017
Q2 | $18.4M | Buy |
237,241
+7,429
| +3% | +$607K | 0.16% | 139 |
|
|
2017
Q1 | $18.9M | Sell |
229,812
-938
| -0.4% | -$71.8K | 0.18% | 130 |
|
|
2016
Q4 | $16.4M | Buy |
230,750
+3,797
| +2% | +$269K | 0.16% | 144 |
|
|
2016
Q3 | $16.4M | Buy |
226,953
+2,118
| +0.9% | +$165K | 0.16% | 151 |
|
|
2016
Q2 | $17.8M | Buy |
224,835
+4,165
| +2% | +$322K | 0.18% | 122 |
|
|
2016
Q1 | $16.7M | Buy |
220,670
+11,525
| +6% | +$813K | 0.18% | 114 |
|
|
2015
Q4 | $15.9M | Buy |
209,145
+12,812
| +7% | +$951K | 0.18% | 118 |
|
|
2015
Q3 | $13.5M | Buy |
196,333
+6,680
| +4% | +$459K | 0.16% | 131 |
|
|
2015
Q2 | $12.7M | Buy |
189,653
+4,782
| +3% | +$341K | 0.15% | 163 |
|
|
2015
Q1 | $12.7M | Sell |
184,871
-56,452
| -23% | -$4.05M | 0.16% | 162 |
|
|
2014
Q4 | $16.6M | Buy |
241,323
+15,278
| +7% | +$915K | 0.25% | 100 |
|
|
2014
Q3 | $12M | Sell |
226,045
-475
| -0.2% | -$24K | 0.21% | 124 |
|
|
2014
Q2 | $10.9M | Buy |
226,520
+5,147
| +2% | +$240K | 0.2% | 129 |
|
|
2014
Q1 | $10.8M | Sell |
221,373
-2,262
| -1% | -$109K | 0.23% | 100 |
|
|
2013
Q4 | $11.1M | Buy |
+223,635
| New | +$10.9M | 0.38% | 74 |
|
|
2013
Q3 | – | Sell |
-249,951
| Closed | -$10.2M | – | 720 |
|
|
2013
Q2 | $10.2M | Buy |
+249,951
| New | +$10.1M | 0.27% | 99 |
|
Other funds holding LOW
United Capital Financial Advisors's LOW Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Lowe's Companies (LOW) stake by 2.2% in Q2 2026, selling an estimated $747K and leaving 148,595 shares worth $32.8M. The position accounts for 0.18% of the portfolio, ranked #112.
United Capital Financial Advisors first reported a position in LOW in Q2 2013 and has held it in 52 quarters since. The position peaked at $54M in Q4 2021. 2,641 funds tracked by Wall St. Rank hold LOW as of Q2 2026.
- United Capital Financial Advisors held 148,595 shares of Lowe's Companies worth $32.8M as of Q2 2026.
- United Capital Financial Advisors sold 3,291 Lowe's Companies shares in Q2 2026, an estimated $747K.
- Lowe's Companies made up 0.18% of United Capital Financial Advisors's portfolio in Q2 2026, its #112 holding.
- United Capital Financial Advisors first reported a position in Lowe's Companies in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Lowe's Companies position peaked at $54M in Q4 2021.
- 2,641 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.