Deane Retirement Strategies’s Dow Inc DOW Stock Holding History

Deane Retirement Strategies’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	$5.49M	Buy	200,666 +53,591	+36%	+$1.95M	2.33%	15
2026 Q1	$6.13M	Sell	147,075 -51,094	-26%	-$1.62M	2.46%	14
2025 Q4	$4.61M	Buy	+198,169	New	+$4.56M	1.91%	30
2025 Q2	–	Sell	-130,270	Closed	-$4.55M	–	66
2025 Q1	$4.55M	Buy	130,270 +3,338	+3%	+$128K	2.17%	18
2024 Q4	$5.09M	Buy	+126,932	New	+$5.92M	2.56%	9
2023 Q2	–	Sell	-42,287	Closed	-$2.32M	–	66
2023 Q1	$2.32M	Sell	42,287 -63	-0.1%	-$3.54K	1.28%	23
2022 Q4	$2.13M	Sell	42,350 -21	-0%	-$1.03K	1.19%	21
2022 Q3	$1.86M	Buy	42,371 +2,586	+6%	+$131K	1.14%	18
2022 Q2	$2.06M	Sell	39,785 -663	-2%	-$42.5K	1.28%	16
2022 Q1	$2.6M	Sell	40,448 -234	-0.6%	-$14.1K	1.43%	20
2021 Q4	$2.31M	Buy	+40,682	New	+$2.32M	1.22%	24

Other funds holding DOW

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return