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Center for Financial Planning’s Dow Inc DOW Stock Holding History

Center for Financial Planning’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 		$42K Hold
1,536
– – ﹤0.01% 347
2026
Q1 		$64K Sell
1,536
-100
-6% -$3.17K 0.01% 276
2025
Q4 		$38.3K Buy
1,636
+358
+28% +$8.23K ﹤0.01% 328
2025
Q3 		$29.3K Hold
1,278
– – ﹤0.01% 371
2025
Q2 		$33.8K Sell
1,278
-170
-12% -$4.95K ﹤0.01% 336
2025
Q1 		$50.6K Hold
1,448
– – 0.01% 274
2024
Q4 		$58.1K Sell
1,448
-21
-1% -$980 0.01% 249
2024
Q3 		$80.3K Buy
1,469
+566
+63% +$29.9K 0.01% 200
2024
Q2 		$47.9K Hold
903
– – 0.01% 237
2024
Q1 		$52.3K Sell
903
-83
-8% -$4.59K 0.01% 231
2023
Q4 		$54.1K Sell
986
-4
-0.4% -$204 0.01% 212
2023
Q3 		$51K Hold
990
– – 0.01% 212
2023
Q2 		$52.7K Hold
990
– – 0.01% 220
2023
Q1 		$54.3K Hold
990
– – 0.01% 206
2022
Q4 		$49.9K Hold
990
– – 0.01% 217
2022
Q3 		$43K Hold
990
– – 0.01% 220
2022
Q2 		$51K Hold
990
– – 0.01% 216
2022
Q1 		$63K Hold
990
– – 0.01% 209
2021
Q4 		$56K Buy
990
+417
+73% +$23.8K 0.01% 217
2021
Q3 		$33K Hold
573
– – 0.01% 254
2021
Q2 		$36K Hold
573
– – 0.01% 249
2021
Q1 		$37K Sell
573
-50
-8% -$2.99K 0.01% 242
2020
Q4 		$35K Sell
623
-235
-27% -$12.1K 0.01% 236
2020
Q3 		$40K Buy
858
+235
+38% +$10.6K 0.01% 203
2020
Q2 		$25K Sell
623
-574
-48% -$21K 0.01% 238
2020
Q1 		$35K Buy
1,197
+550
+85% +$23.4K 0.01% 205
2019
Q4 		$35K Buy
+647
New +$33.4K 0.01% 216

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Center for Financial Planning's DOW Position: Q2 2026 in Review

Center for Financial Planning held its Dow Inc (DOW) position steady in Q2 2026 at 1,536 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Center for Financial Planning first reported a position in DOW in Q4 2019 and has held it in 27 quarters since. The position peaked at $80.3K in Q3 2024. 688 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Center for Financial Planning held 1,536 shares of Dow Inc worth $42K as of Q2 2026.
  • Center for Financial Planning left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #347 holding.
  • Center for Financial Planning first reported a position in Dow Inc in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Dow Inc position peaked at $80.3K in Q3 2024.
  • 688 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.