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Bar Harbor Wealth Management’s Dow Inc DOW Stock Holding History

Bar Harbor Wealth 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
Q2 		$312K Sell
11,410
-1,996
-15% -$72.4K 0.02% 218
2026
Q1 		$558K Sell
13,406
-10
-0.1% -$317 0.03% 172
2025
Q4 		$314K Sell
13,416
-4,151
-24% -$95.4K 0.02% 218
2025
Q3 		$403K Sell
17,567
-422
-2% -$10.5K 0.02% 197
2025
Q2 		$476K Sell
17,989
-776
-4% -$22.6K 0.03% 183
2025
Q1 		$655K Sell
18,765
-253
-1% -$9.72K 0.04% 160
2024
Q4 		$763K Buy
19,018
+205
+1% +$9.56K 0.05% 148
2024
Q3 		$1.03M Hold
18,813
– – 0.07% 148
2024
Q2 		$998K Sell
18,813
-206
-1% -$11.8K 0.07% 146
2024
Q1 		$1.1M Sell
19,019
-2
-0% -$111 0.07% 146
2023
Q4 		$1.04M Buy
19,021
+488
+3% +$24.9K 0.08% 143
2023
Q3 		$956K Sell
18,533
-615
-3% -$33K 0.08% 152
2023
Q2 		$1.02M Sell
19,148
-94
-0.5% -$5K 0.08% 146
2023
Q1 		$1.05M Sell
19,242
-11
-0.1% -$619 0.08% 145
2022
Q4 		$970K Hold
19,253
– – 0.08% 151
2022
Q3 		$846K Sell
19,253
-163
-0.8% -$8.26K 0.07% 153
2022
Q2 		$1M Buy
19,416
+9,663
+99% +$619K 0.08% 151
2022
Q1 		$622K Sell
9,753
-1,110
-10% -$67K 0.06% 145
2021
Q4 		$616K Sell
10,863
-94
-0.9% -$5.36K 0.05% 145
2021
Q3 		$631K Sell
10,957
-128
-1% -$7.83K 0.06% 141
2021
Q2 		$701K Sell
11,085
-153
-1% -$10.1K 0.07% 138
2021
Q1 		$719K Buy
11,238
+92
+0.8% +$5.51K 0.07% 138
2020
Q4 		$619K Sell
11,146
-193
-2% -$9.96K 0.06% 141
2020
Q3 		$534K Sell
11,339
-67,090
-86% -$3.01M 0.06% 141
2020
Q2 		$3.2M Sell
78,429
-893
-1% -$32.7K 0.37% 68
2020
Q1 		$2.32M Sell
79,322
-11,684
-13% -$497K 0.31% 74
2019
Q4 		$4.98M Sell
91,006
-3,389
-4% -$175K 0.55% 52
2019
Q3 		$4.5M Sell
94,395
-10,810
-10% -$506K 0.52% 52
2019
Q2 		$5.19M Buy
+105,205
New +$5.55M 0.6% 44

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bar Harbor Wealth Management's DOW Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its Dow Inc (DOW) stake by 15% in Q2 2026, selling an estimated $72.4K and leaving 11,410 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #218.

Bar Harbor Wealth Management first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.19M in Q2 2019. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Bar Harbor Wealth Management held 11,410 shares of Dow Inc worth $312K as of Q2 2026.
  • Bar Harbor Wealth Management sold 1,996 Dow Inc shares in Q2 2026, an estimated $72.4K.
  • Dow Inc made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Bar Harbor Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Bar Harbor Wealth Management's Dow Inc position peaked at $5.19M in Q2 2019.
  • 497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.