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Cornerstone Planning Group’s Dow Inc DOW Stock Holding History

Cornerstone Planning 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 		$7.46K Sell
239
-130
-35% -$4.72K ﹤0.01% 982
2026
Q1 		$15K Buy
369
+135
+58% +$4.28K ﹤0.01% 769
2025
Q4 		$6.51K Buy
234
+169
+260% +$3.88K ﹤0.01% 901
2025
Q3 		$4.28K Sell
65
-41
-39% -$1.02K ﹤0.01% 993
2025
Q2 		$2.38K Sell
106
-343
-76% -$9.98K ﹤0.01% 894
2025
Q1 		$13K Buy
449
+143
+47% +$5.49K ﹤0.01% 500
2024
Q4 		$12.8K Sell
306
-17
-5% -$793 ﹤0.01% 378
2024
Q3 		$16K Sell
323
-38
-11% -$2.01K ﹤0.01% 338
2024
Q2 		$18.4K Sell
361
-110
-23% -$6.28K 0.01% 327
2024
Q1 		$26.8K Sell
471
-87
-16% -$4.81K 0.01% 260
2023
Q4 		$30.6K Sell
558
-97
-15% -$4.96K 0.01% 257
2023
Q3 		$33.8K Sell
655
-392
-37% -$21K 0.01% 234
2023
Q2 		$55.7K Buy
+1,047
New +$55.7K 0.02% 224
2022
Q4 		$86.5K Buy
+1,529
New +$74.7K 0.04% 175

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Cornerstone Planning Group's DOW Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Dow Inc (DOW) stake by 35% in Q2 2026, selling an estimated $4.72K and leaving 239 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Cornerstone Planning Group first reported a position in DOW in Q4 2022 and has held it in 14 quarters since. The position peaked at $86.5K in Q4 2022. 760 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Cornerstone Planning Group held 239 shares of Dow Inc worth $7.46K as of Q2 2026.
  • Cornerstone Planning Group sold 130 Dow Inc shares in Q2 2026, an estimated $4.72K.
  • Dow Inc made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #982 holding.
  • Cornerstone Planning Group first reported a position in Dow Inc in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Dow Inc position peaked at $86.5K in Q4 2022.
  • 760 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.