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Asset Planning Inc’s Dow Inc DOW Stock Holding History

Asset Planning Inc’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 		– Sell
-64
Closed -$1.5K – 304
2025
Q4 		$1.5K Hold
64
– – ﹤0.01% 282
2025
Q3 		$1.47K Hold
64
– – ﹤0.01% 280
2025
Q2 		$1.7K Sell
64
-566
-90% -$16.5K ﹤0.01% 273
2025
Q1 		$22K Sell
630
-1,797
-74% -$69K 0.02% 206
2024
Q4 		$97.4K Buy
+2,427
New +$113K 0.07% 108

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Asset Planning Inc's DOW Position: Q1 2026 in Review

Asset Planning Inc sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 64 shares — an estimated $1.5K sold.

Asset Planning Inc first reported a position in DOW in Q4 2024 and held it in 5 quarters. The position peaked at $97.4K in Q4 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Asset Planning Inc reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
  • Asset Planning Inc sold 64 Dow Inc shares in Q1 2026, an estimated $1.5K.
  • Asset Planning Inc first reported a position in Dow Inc in Q4 2024 and held it in 5 quarters.
  • Asset Planning Inc's Dow Inc position peaked at $97.4K in Q4 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.