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United Financial Planning Group’s Lowe's Companies LOW Stock Holding History

United Financial Planning 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 		$35.9K Hold
163
– – 0.02% 121
2026
Q1 		$38.5K Buy
163
+41
+34% +$10.7K 0.02% 96
2025
Q4 		$29.4K Hold
122
– – 0.02% 116
2025
Q3 		$30.7K Buy
+122
New +$30K 0.02% 101

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 Financial Planning Group's LOW Position: Q2 2026 in Review

United Financial Planning Group held its Lowe's Companies (LOW) position steady in Q2 2026 at 163 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #121.

United Financial Planning Group first reported a position in LOW in Q3 2025 and has held it in 4 quarters since. The position peaked at $38.5K in Q1 2026. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • United Financial Planning Group held 163 shares of Lowe's Companies worth $35.9K as of Q2 2026.
  • United Financial Planning Group left its Lowe's Companies share count unchanged in Q2 2026.
  • Lowe's Companies made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #121 holding.
  • United Financial Planning Group first reported a position in Lowe's Companies in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Lowe's Companies position peaked at $38.5K in Q1 2026.
  • 2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.