Colonial Trust Advisors
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Colonial Trust Advisors’s Dow Inc DOW Stock Holding History

Colonial Trust Advisors’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 		$35.8K Sell
1,300
-64
-5% -$1.9K ﹤0.01% 411
2026
Q2 		$37.3K Sell
1,364
-64
-4% -$2.32K ﹤0.01% 405
2026
Q1 		$59.5K Sell
1,428
-173
-11% -$5.49K ﹤0.01% 328
2025
Q4 		$37.4K Hold
1,601
– – ﹤0.01% 381
2025
Q3 		$36.7K Buy
1,601
+161
+11% +$4.01K ﹤0.01% 376
2025
Q2 		$38.1K Hold
1,440
– – ﹤0.01% 374
2025
Q1 		$50.3K Sell
1,440
-24
-2% -$922 ﹤0.01% 337
2024
Q4 		$58.8K Sell
1,464
-998
-41% -$46.6K 0.01% 298
2024
Q3 		$134K Sell
2,462
-45
-2% -$2.38K 0.01% 236
2024
Q2 		$133K Buy
2,507
+356
+17% +$20.3K 0.01% 216
2024
Q1 		$125K Sell
2,151
-39
-2% -$2.16K 0.01% 221
2023
Q4 		$120K Hold
2,190
– – 0.01% 219
2023
Q3 		$113K Sell
2,190
-38
-2% -$2.04K 0.01% 232
2023
Q2 		$119K Sell
2,228
-400
-15% -$21.3K 0.01% 227
2023
Q1 		$144K Sell
2,628
-427
-14% -$24K 0.02% 216
2022
Q4 		$154K Buy
+3,055
New +$149K 0.02% 215

Other funds holding DOW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Colonial Trust Advisors's DOW Position: Q3 2026 in Review

Colonial Trust Advisors reduced its Dow Inc (DOW) stake by 4.7% in Q3 2026, selling an estimated $1.9K and leaving 1,300 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Colonial Trust Advisors first reported a position in DOW in Q4 2022 and has held it in 16 quarters since. The position peaked at $154K in Q4 2022. 871 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Colonial Trust Advisors held 1,300 shares of Dow Inc worth $35.8K as of Q3 2026.
  • Colonial Trust Advisors sold 64 Dow Inc shares in Q3 2026, an estimated $1.9K.
  • Dow Inc made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #411 holding.
  • Colonial Trust Advisors first reported a position in Dow Inc in Q4 2022 and has held it in 16 quarters since.
  • Colonial Trust Advisors's Dow Inc position peaked at $154K in Q4 2022.
  • 871 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.