Position in LOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$353,886
+$51,684 QoQ
Shares Held
1,605
+25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,889
of 2,642 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Rooted Wealth Advisors, Inc. holds $736,896 across 2 Home Improvement Retail names. LOW ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
1,086 | $383,010 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
1,605 | $353,886 |
All Filings in LOW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,886 | 1,605 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $302,202 | 1,279 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $286,015 | 1,186 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $281,467 | 1,120 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||