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Coastline Trust’s Dow Inc DOW Stock Holding History

Coastline Trust’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
Q3 		– Sell
-11
Closed -$301 – 363
2026
Q2 		$301 Sell
11
-727
-99% -$26.4K ﹤0.01% 405
2026
Q1 		$30.7K Sell
738
-250
-25% -$7.93K ﹤0.01% 309
2025
Q4 		$23.1K Hold
988
– – ﹤0.01% 314
2025
Q3 		$22.7K Buy
988
+250
+34% +$6.23K ﹤0.01% 306
2025
Q2 		$19.5K Hold
738
– – ﹤0.01% 312
2025
Q1 		$25.8K Sell
738
-145
-16% -$5.57K ﹤0.01% 305
2024
Q4 		$35.4K Sell
883
-1,031
-54% -$48.1K ﹤0.01% 300
2024
Q3 		$105K Buy
+1,914
New +$101K 0.01% 245
2024
Q1 		– Sell
-18,248
Closed -$1M – 248
2023
Q4 		$1M Sell
18,248
-4,410
-19% -$225K 0.13% 144
2023
Q3 		$1.17M Sell
22,658
-1,566
-6% -$84.1K 0.17% 126
2023
Q2 		$1.29M Sell
24,224
-186
-0.8% -$9.89K 0.18% 126
2023
Q1 		$1.34M Buy
24,410
+773
+3% +$43.5K 0.2% 134
2022
Q4 		$1.19M Buy
23,637
+1,125
+5% +$55K 0.18% 145
2022
Q3 		$989K Hold
22,512
– – 0.16% 168
2022
Q2 		$1.16M Buy
22,512
+178
+0.8% +$11.4K 0.17% 167
2022
Q1 		$1.42M Buy
22,334
+130
+0.6% +$7.84K 0.17% 166
2021
Q4 		$1.26M Buy
22,204
+850
+4% +$48.5K 0.14% 182
2021
Q3 		$1.23M Buy
21,354
+530
+3% +$32.4K 0.15% 177
2021
Q2 		$1.32M Sell
20,824
-92
-0.4% -$6.08K 0.16% 174
2021
Q1 		$1.34M Sell
20,916
-3
-0% -$180 0.17% 172
2020
Q4 		$1.16M Buy
20,919
+1,490
+8% +$76.9K 0.15% 184
2020
Q3 		$915K Buy
19,429
+695
+4% +$31.2K 0.14% 198
2020
Q2 		$763K Sell
18,734
-1,459
-7% -$53.4K 0.12% 206
2020
Q1 		$590K Buy
20,193
+99
+0.5% +$4.21K 0.11% 220
2019
Q4 		$1.1M Buy
20,094
+1,460
+8% +$75.4K 0.15% 198
2019
Q3 		$888K Buy
18,634
+761
+4% +$35.6K 0.13% 205
2019
Q2 		$881K Buy
+17,873
New +$944K 0.13% 206

Other funds holding DOW

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
DEM
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Coastline Trust's DOW Position: Q3 2026 in Review

Coastline Trust sold out of Dow Inc (DOW) in Q3 2026, closing a stake of 11 shares — an estimated $301 sold.

Coastline Trust first reported a position in DOW in Q2 2019 and held it in 27 quarters. The position peaked at $1.42M in Q1 2022. 90 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Coastline Trust reported no remaining Dow Inc position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 11 Dow Inc shares in Q3 2026, an estimated $301.
  • Coastline Trust first reported a position in Dow Inc in Q2 2019 and held it in 27 quarters.
  • Coastline Trust's Dow Inc position peaked at $1.42M in Q1 2022.
  • 90 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.