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Advisornet Financial’s Dow Inc DOW Stock Holding History

Advisornet Financial’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.6K Sell
3,055
-364
-11% -$13.2K ﹤0.01% 936
2026
Q1 		$142K Sell
3,419
-3,123
-48% -$99K 0.01% 710
2025
Q4 		$153K Sell
6,542
-4,281
-40% -$98.4K 0.01% 678
2025
Q3 		$248K Sell
10,823
-2,274
-17% -$56.7K 0.01% 532
2025
Q2 		$347K Sell
13,097
-933
-7% -$27.1K 0.02% 447
2025
Q1 		$490K Buy
14,030
+2,477
+21% +$95.1K 0.04% 353
2024
Q4 		$464K Sell
11,553
-73
-0.6% -$3.41K 0.04% 329
2024
Q3 		$635K Buy
11,626
+408
+4% +$21.5K 0.05% 284
2024
Q2 		$595K Buy
11,218
+157
+1% +$8.97K 0.05% 273
2024
Q1 		$641K Buy
11,061
+2,023
+22% +$112K 0.06% 265
2023
Q4 		$496K Sell
9,038
-1,003
-10% -$51.2K 0.05% 320
2023
Q3 		$518K Sell
10,041
-3,254
-24% -$175K 0.05% 298
2023
Q2 		$708K Sell
13,295
-166
-1% -$8.82K 0.06% 254
2023
Q1 		$738K Buy
13,461
+805
+6% +$45.3K 0.07% 246
2022
Q4 		$638K Buy
12,656
+260
+2% +$12.7K 0.06% 261
2022
Q3 		$545K Sell
12,396
-581
-4% -$29.5K 0.05% 300
2022
Q2 		$670K Sell
12,977
-412
-3% -$26.4K 0.07% 264
2022
Q1 		$853K Buy
13,389
+1,441
+12% +$86.9K 0.05% 277
2021
Q4 		$678K Sell
11,948
-2,836
-19% -$162K 0.04% 339
2021
Q3 		$851K Buy
14,784
+1,456
+11% +$89.1K 0.06% 263
2021
Q2 		$843K Sell
13,328
-9,069
-40% -$599K 0.06% 291
2021
Q1 		$1.43M Buy
22,397
+10,122
+82% +$606K 0.1% 190
2020
Q4 		$681K Buy
12,275
+4
+0% +$207 0.06% 293
2020
Q3 		$577K Buy
12,271
+288
+2% +$12.9K 0.05% 319
2020
Q2 		$488K Buy
11,983
+4,224
+54% +$155K 0.04% 344
2020
Q1 		$227K Sell
7,759
-2,227
-22% -$94.7K 0.02% 437
2019
Q4 		$547K Sell
9,986
-1,428
-13% -$73.8K 0.05% 316
2019
Q3 		$544K Sell
11,414
-1,885
-14% -$88.2K 0.05% 311
2019
Q2 		$656K Buy
+13,299
New +$702K 0.07% 266

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Advisornet Financial's DOW Position: Q2 2026 in Review

Advisornet Financial reduced its Dow Inc (DOW) stake by 11% in Q2 2026, selling an estimated $13.2K and leaving 3,055 shares worth $83.6K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Advisornet Financial first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.43M in Q1 2021. 290 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Advisornet Financial held 3,055 shares of Dow Inc worth $83.6K as of Q2 2026.
  • Advisornet Financial sold 364 Dow Inc shares in Q2 2026, an estimated $13.2K.
  • Dow Inc made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #936 holding.
  • Advisornet Financial first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Advisornet Financial's Dow Inc position peaked at $1.43M in Q1 2021.
  • 290 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.