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Confluence Investment Management’s Dow Inc DOW Stock Holding History

Confluence Investment Management’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
-1,850,660
Closed -$50.6M – 296
2026
Q2 		$50.6M Sell
1,850,660
-19,688
-1% -$715K 0.79% 47
2026
Q1 		$77.9M Buy
1,870,348
+280,735
+18% +$8.9M 1.21% 32
2025
Q4 		$37.2M Sell
1,589,613
-372,359
-19% -$8.56M 0.56% 54
2025
Q3 		$45M Buy
1,961,972
+192,101
+11% +$4.79M 0.64% 51
2025
Q2 		$46.9M Buy
1,769,871
+32,916
+2% +$958K 0.66% 53
2025
Q1 		$60.7M Buy
1,736,955
+211,036
+14% +$8.1M 0.87% 44
2024
Q4 		$61.2M Sell
1,525,919
-103,366
-6% -$4.82M 0.85% 44
2024
Q3 		$89M Sell
1,629,285
-33,235
-2% -$1.75M 1.19% 33
2024
Q2 		$88.2M Sell
1,662,520
-83,646
-5% -$4.78M 1.27% 27
2024
Q1 		$101M Buy
1,746,166
+4,258
+0.2% +$235K 1.36% 24
2023
Q4 		$95.5M Sell
1,741,908
-39,836
-2% -$2.04M 1.35% 27
2023
Q3 		$91.9M Sell
1,781,744
-8,404
-0.5% -$451K 1.42% 23
2023
Q2 		$95.3M Sell
1,790,148
-18,703
-1% -$994K 1.39% 25
2023
Q1 		$99.2M Buy
1,808,851
+34,905
+2% +$1.96M 1.46% 24
2022
Q4 		$89.4M Buy
1,773,946
+4,526
+0.3% +$221K 1.33% 29
2022
Q3 		$77.7M Buy
1,769,420
+25,724
+1% +$1.3M 1.3% 31
2022
Q2 		$90M Buy
1,743,696
+13,595
+0.8% +$871K 1.4% 27
2022
Q1 		$110M Buy
1,730,101
+29,099
+2% +$1.76M 1.54% 22
2021
Q4 		$96.5M Buy
1,701,002
+4,511
+0.3% +$257K 1.28% 30
2021
Q3 		$97.7M Buy
1,696,491
+1,433
+0.1% +$87.7K 1.37% 27
2021
Q2 		$107M Sell
1,695,058
-9,772
-0.6% -$645K 1.43% 20
2021
Q1 		$109M Buy
1,704,830
+56,058
+3% +$3.35M 1.53% 20
2020
Q4 		$91.5M Sell
1,648,772
-86,090
-5% -$4.44M 1.36% 23
2020
Q3 		$81.6M Sell
1,734,862
-50,958
-3% -$2.29M 1.33% 24
2020
Q2 		$72.8M Sell
1,785,820
-15,911
-0.9% -$582K 1.21% 30
2020
Q1 		$52.7M Sell
1,801,731
-72,685
-4% -$3.09M 1% 34
2019
Q4 		$92.4M Sell
1,874,416
-36,741
-2% -$1.9M 1.48% 26
2019
Q3 		$91.1M Buy
1,911,157
+36,741
+2% +$1.72M 1.42% 28
2019
Q2 		$92.4M Buy
+1,874,416
New +$99M 1.48% 26

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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Confluence Investment Management's DOW Position: Q3 2026 in Review

Confluence Investment Management sold out of Dow Inc (DOW) in Q3 2026, closing a stake of 1,850,660 shares — an estimated $50.6M sold.

Confluence Investment Management first reported a position in DOW in Q2 2019 and held it in 29 quarters. The position peaked at $110M in Q1 2022. 80 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Confluence Investment Management reported no remaining Dow Inc position as of Q3 2026 after selling out during the quarter.
  • Confluence Investment Management sold 1,850,660 Dow Inc shares in Q3 2026, an estimated $50.6M.
  • Confluence Investment Management first reported a position in Dow Inc in Q2 2019 and held it in 29 quarters.
  • Confluence Investment Management's Dow Inc position peaked at $110M in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.