Creative Planning
DOW icon

Creative Planning’s Dow Inc DOW Stock Holding History

Creative Planning’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 		$14M Buy
510,034
+73,774
+17% +$2.68M 0.01% 669
2026
Q1 		$18.2M Buy
436,260
+190,186
+77% +$6.03M 0.01% 480
2025
Q4 		$5.75M Buy
246,074
+1,615
+0.7% +$37.1K ﹤0.01% 908
2025
Q3 		$5.61M Buy
244,459
+19,345
+9% +$482K ﹤0.01% 804
2025
Q2 		$5.96M Buy
225,114
+47,718
+27% +$1.39M 0.01% 704
2025
Q1 		$6.19M Buy
177,396
+2,510
+1% +$96.4K 0.01% 638
2024
Q4 		$7.02M Buy
174,886
+24,952
+17% +$1.16M 0.01% 556
2024
Q3 		$8.19M Sell
149,934
-4,778
-3% -$252K 0.01% 500
2024
Q2 		$8.21M Buy
154,712
+17,092
+12% +$976K 0.01% 465
2024
Q1 		$7.97M Buy
137,620
+5,861
+4% +$324K 0.01% 469
2023
Q4 		$7.23M Sell
131,759
-32,946
-20% -$1.68M 0.01% 463
2023
Q3 		$8.49M Buy
164,705
+23,598
+17% +$1.27M 0.01% 394
2023
Q2 		$7.52M Sell
141,107
-6,356
-4% -$338K 0.01% 410
2023
Q1 		$8.08M Buy
147,463
+8,070
+6% +$454K 0.01% 381
2022
Q4 		$7.02M Sell
139,393
-7,594
-5% -$371K 0.01% 403
2022
Q3 		$6.46M Buy
146,987
+24,247
+20% +$1.23M 0.01% 388
2022
Q2 		$6.33M Buy
122,740
+13,242
+12% +$848K 0.01% 406
2022
Q1 		$6.98M Buy
109,498
+6,560
+6% +$396K 0.01% 379
2021
Q4 		$5.84M Buy
102,938
+317
+0.3% +$18.1K 0.01% 387
2021
Q3 		$5.91M Buy
102,621
+1,829
+2% +$112K 0.01% 379
2021
Q2 		$6.38M Buy
100,792
+19,671
+24% +$1.3M 0.01% 351
2021
Q1 		$5.19M Sell
81,121
-2,906
-3% -$174K 0.01% 413
2020
Q4 		$4.66M Buy
84,027
+45
+0.1% +$2.32K 0.01% 395
2020
Q3 		$3.95M Buy
83,982
+4,133
+5% +$186K 0.01% 359
2020
Q2 		$3.25M Sell
79,849
-5,644
-7% -$207K 0.01% 362
2020
Q1 		$2.5M Sell
85,493
-24,507
-22% -$1.04M 0.01% 369
2019
Q4 		$6.02M Sell
110,000
-3,559
-3% -$184K 0.02% 264
2019
Q3 		$5.41M Buy
113,559
+4,560
+4% +$213K 0.02% 271
2019
Q2 		$5.38M Buy
+108,999
New +$5.75M 0.02% 273

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Creative Planning's DOW Position: Q2 2026 in Review

Creative Planning increased its Dow Inc (DOW) stake by 17% in Q2 2026, buying an estimated $2.68M and bringing the position to 510,034 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #669.

Creative Planning first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $18.2M in Q1 2026. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Creative Planning held 510,034 shares of Dow Inc worth $14M as of Q2 2026.
  • Creative Planning bought 73,774 Dow Inc shares in Q2 2026, an estimated $2.68M.
  • Dow Inc made up 0.01% of Creative Planning's portfolio in Q2 2026, its #669 holding.
  • Creative Planning first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Creative Planning's Dow Inc position peaked at $18.2M in Q1 2026.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.