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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.