Altrius Capital Management’s Dow Inc DOW Stock Holding History

Altrius Capital Management’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 Q1	$6.72M	Sell	161,404 -59,479	-27%	-$1.89M	1.34%	32
2025 Q4	$5.16M	Buy	220,883 +6,372	+3%	+$146K	1.09%	48
2025 Q3	$4.92M	Buy	214,511 +64,179	+43%	+$1.6M	1.12%	52
2025 Q2	$3.98M	Buy	150,332 +26,721	+22%	+$777K	0.93%	63
2025 Q1	$4.32M	Buy	123,611 +23,353	+23%	+$897K	1.05%	61
2024 Q4	$4.02M	Buy	100,258 +18,255	+22%	+$852K	1.08%	58
2024 Q3	$4.48M	Buy	82,003 +5,822	+8%	+$307K	1.12%	54
2024 Q2	$4.04M	Buy	76,181 +1,793	+2%	+$102K	1.06%	57
2024 Q1	$4.31M	Buy	74,388 +6,096	+9%	+$337K	1.09%	50
2023 Q4	$3.75M	Buy	68,292 +424	+0.6%	+$21.7K	1.04%	52
2023 Q3	$3.5M	Buy	67,868 +744	+1%	+$39.9K	1.04%	46
2023 Q2	$3.58M	Buy	67,124 +674	+1%	+$35.8K	1.06%	40
2023 Q1	$3.64M	Buy	66,450 +290	+0.4%	+$16.3K	1.11%	35
2022 Q4	$3.33M	Buy	66,160 +37	+0.1%	+$1.81K	1.05%	48
2022 Q3	$2.9M	Sell	66,123 -7,977	-11%	-$404K	1.11%	41
2022 Q2	$3.82M	Buy	+74,100	New	+$4.75M	1.24%	46

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AQR Capital Management

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Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return