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Advus Financial Partners, LLC’s Lowe's Companies LOW Stock Holding History

Advus Financial Partners, LLC’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 		$270K Sell
1,224
-468
-28% -$106K 0.06% 212
2026
Q1 		$400K Buy
1,692
+3
+0.2% +$782 0.1% 147
2025
Q4 		$407K Sell
1,689
-124
-7% -$29.8K 0.1% 146
2025
Q3 		$456K Sell
1,813
-25
-1% -$6.14K 0.11% 140
2025
Q2 		$408K Buy
1,838
+269
+17% +$60K 0.1% 136
2025
Q1 		$366K Buy
1,569
+117
+8% +$28.8K 0.1% 145
2024
Q4 		$358K Buy
1,452
+51
+4% +$13.6K 0.1% 138
2024
Q3 		$379K Buy
1,401
+1
+0.1% +$242 0.11% 133
2024
Q2 		$309K Sell
1,400
-154
-10% -$35.1K 0.09% 139
2024
Q1 		$396K Buy
1,554
+79
+5% +$18.2K 0.12% 112
2023
Q4 		$328K Buy
1,475
+9
+0.6% +$1.82K 0.11% 116
2023
Q3 		$305K Buy
1,466
+136
+10% +$30.6K 0.12% 103
2023
Q2 		$300K Buy
1,330
+199
+18% +$41.4K 0.12% 106
2023
Q1 		$226K Buy
1,131
+1
+0.1% +$203 0.09% 126
2022
Q4 		$225K Sell
1,130
-56
-5% -$11.2K 0.1% 138
2022
Q3 		$223K Buy
+1,186
New +$231K 0.12% 117

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

Advus Financial Partners, LLC's LOW Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Lowe's Companies (LOW) stake by 28% in Q2 2026, selling an estimated $106K and leaving 1,224 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #212.

Advus Financial Partners, LLC first reported a position in LOW in Q3 2022 and has held it in 16 quarters since. The position peaked at $456K in Q3 2025. 2,644 funds tracked by Wall St. Rank hold LOW as of Q2 2026.

  • Advus Financial Partners, LLC held 1,224 shares of Lowe's Companies worth $270K as of Q2 2026.
  • Advus Financial Partners, LLC sold 468 Lowe's Companies shares in Q2 2026, an estimated $106K.
  • Lowe's Companies made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #212 holding.
  • Advus Financial Partners, LLC first reported a position in Lowe's Companies in Q3 2022 and has held it in 16 quarters since.
  • Advus Financial Partners, LLC's Lowe's Companies position peaked at $456K in Q3 2025.
  • 2,644 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.