Position in LOW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$290,605
-$29,790 QoQ
Shares Held
1,318
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,996
of 2,599 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Root Financial Partners, LLC holds $4,147,513 across 2 Home Improvement Retail names. LOW ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
10,936 | $3,856,908 | |
| 2 | LOW |
Lowes Companies Inc
This page
|
1,318 | $290,605 |
All Filings in LOW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,605 | 1,318 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $320,395 | 1,356 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $394,537 | 1,636 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $400,839 | 1,595 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $296,196 | 1,335 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $267,514 | 1,147 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $291,470 | 1,181 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||