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Valeo Financial Advisors’s Lowe's Companies LOW Stock Holding History

Valeo Financial Advisors’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
-100
Closed -$22.2K – 863
2025
Q2 		$22.2K Buy
+100
New +$22.3K ﹤0.01% 769

Other funds holding LOW

HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's LOW Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Lowe's Companies (LOW) stake by 24% in Q3 2026, selling an estimated $394K and leaving 5,898 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #290.

Valeo Financial Advisors first reported a position in LOW in Q3 2017 and has held it in 37 quarters since. The position peaked at $2.58M in Q3 2024. 123 funds tracked by Wall St. Rank hold LOW as of Q3 2026.

  • Valeo Financial Advisors held 5,898 shares of Lowe's Companies worth $1.09M as of Q3 2026.
  • Valeo Financial Advisors sold 1,899 Lowe's Companies shares in Q3 2026, an estimated $394K.
  • Lowe's Companies made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #290 holding.
  • Valeo Financial Advisors first reported a position in Lowe's Companies in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Lowe's Companies position peaked at $2.58M in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.