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Cooper Financial Group’s Dow Inc DOW Stock Holding History

Cooper Financial Group’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 		$292K Buy
10,679
+2,201
+26% +$79.9K 0.02% 345
2026
Q1 		$353K Sell
8,478
-177
-2% -$5.61K 0.04% 300
2025
Q4 		$202K Sell
8,655
-261
-3% -$6K 0.02% 375
2025
Q3 		$204K Buy
+8,916
New +$222K 0.02% 375
2021
Q4 		– Sell
-5,269
Closed -$303K – 244
2021
Q3 		$303K Buy
+5,269
New +$323K 0.06% 189

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
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Cooper Financial Group's DOW Position: Q2 2026 in Review

Cooper Financial Group increased its Dow Inc (DOW) stake by 26% in Q2 2026, buying an estimated $79.9K and bringing the position to 10,679 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #345.

Cooper Financial Group first reported a position in DOW in Q3 2021 and has held it in 5 quarters since. The position peaked at $353K in Q1 2026. 158 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Cooper Financial Group held 10,679 shares of Dow Inc worth $292K as of Q2 2026.
  • Cooper Financial Group bought 2,201 Dow Inc shares in Q2 2026, an estimated $79.9K.
  • Dow Inc made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #345 holding.
  • Cooper Financial Group first reported a position in Dow Inc in Q3 2021 and has held it in 5 quarters since.
  • Cooper Financial Group's Dow Inc position peaked at $353K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.