Concurrent Investment Advisors’s Dow Inc DOW Stock Holding History

Concurrent Investment 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 Q2	$756K	Sell	27,632 -8,882	-24%	-$322K	0.01%	1162
2026 Q1	$1.52M	Sell	36,514 -41,566	-53%	-$1.32M	0.02%	706
2025 Q4	$1.83M	Buy	78,080 +36,035	+86%	+$828K	0.02%	607
2025 Q3	$964K	Buy	42,045 +3,877	+10%	+$96.6K	0.02%	668
2025 Q2	$1.01M	Buy	38,168 +2,580	+7%	+$75.1K	0.02%	590
2025 Q1	$1.24M	Buy	35,588 +16,934	+91%	+$650K	0.03%	483
2024 Q4	$749K	Sell	18,654 -24,679	-57%	-$1.15M	0.02%	563
2024 Q3	$2.37M	Buy	43,333 +3,001	+7%	+$158K	0.07%	268
2024 Q2	$2.14M	Sell	40,332 -3,073	-7%	-$176K	0.07%	255
2024 Q1	$2.51M	Buy	43,405 +22,821	+111%	+$1.26M	0.1%	207
2023 Q4	$1.13M	Buy	+20,584	New	+$1.05M	0.05%	314

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Concurrent Investment Advisors's DOW Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Dow Inc (DOW) stake by 24% in Q2 2026, selling an estimated $322K and leaving 27,632 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #1162.

Concurrent Investment Advisors first reported a position in DOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.51M in Q1 2024. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Concurrent Investment Advisors held 27,632 shares of Dow Inc worth $756K as of Q2 2026.
Concurrent Investment Advisors sold 8,882 Dow Inc shares in Q2 2026, an estimated $322K.
Dow Inc made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1162 holding.
Concurrent Investment Advisors first reported a position in Dow Inc in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Dow Inc position peaked at $2.51M in Q1 2024.
497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.