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
2021
Q1 		– Sell
-300
Closed -$1K – 2627
2020
Q4 		$1K Buy
+300
New +$15.5K ﹤0.01% 2318

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.