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Crestwood Advisors Group’s Dow Inc DOW Stock Holding History

Crestwood Advisors 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 		$231K Buy
8,441
+774
+10% +$28.1K ﹤0.01% 791
2026
Q1 		$319K Buy
+7,667
New +$243K 0.01% 552
2025
Q1 		– Sell
-6,466
Closed -$259K – 505
2024
Q4 		$259K Buy
6,466
+2,243
+53% +$105K ﹤0.01% 404
2024
Q3 		$231K Buy
4,223
+8
+0.2% +$422 ﹤0.01% 406
2024
Q2 		$224K Sell
4,215
-345
-8% -$19.7K ﹤0.01% 399
2024
Q1 		$264K Buy
+4,560
New +$252K 0.01% 372

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

Crestwood Advisors Group's DOW Position: Q2 2026 in Review

Crestwood Advisors Group increased its Dow Inc (DOW) stake by 10% in Q2 2026, buying an estimated $28.1K and bringing the position to 8,441 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Crestwood Advisors Group first reported a position in DOW in Q1 2024 and has held it in 6 quarters since. The position peaked at $319K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Crestwood Advisors Group held 8,441 shares of Dow Inc worth $231K as of Q2 2026.
  • Crestwood Advisors Group bought 774 Dow Inc shares in Q2 2026, an estimated $28.1K.
  • Dow Inc made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #791 holding.
  • Crestwood Advisors Group first reported a position in Dow Inc in Q1 2024 and has held it in 6 quarters since.
  • Crestwood Advisors Group's Dow Inc position peaked at $319K in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.