Creative Planning
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Creative Planning's DOW Position: Q1 2026 in Review

Creative Planning increased its Dow Inc (DOW) stake by 77% in Q1 2026, buying an estimated $6.03M and bringing the position to 436,260 shares worth $18.2M. The position accounts for 0.01% of the portfolio, ranked #480.

Creative Planning first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Creative Planning held 436,260 shares of Dow Inc worth $18.2M as of Q1 2026.
  • Creative Planning bought 190,186 Dow Inc shares in Q1 2026, an estimated $6.03M.
  • Dow Inc made up 0.01% of Creative Planning's portfolio in Q1 2026, its #480 holding.
  • Creative Planning first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.