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COMPASS FINANCIAL MANAGEMENT LLC’s Dow Inc DOW Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$112K Buy
+4,101
New +$149K 0.01% 534

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DOW Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Dow Inc (DOW) in Q2 2026: 4,101 shares worth $112K. The stake represents 0.01% of the portfolio and ranks #534 among its holdings.

932 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 4,101 shares of Dow Inc worth $112K as of Q2 2026.
  • Dow Inc was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Dow Inc made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #534 holding.
  • 932 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.