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Disciplined Equity Management’s Dow Inc DOW Stock Holding History

Disciplined Equity Management’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 		$1.96M Sell
71,529
-11,270
-14% -$409K 0.87% 16
2026
Q1 		$3.45M Buy
82,799
+34,870
+73% +$1.11M 1.73% 6
2025
Q4 		$1.12M Sell
47,929
-17,770
-27% -$409K 0.58% 25
2025
Q3 		$1.51M Sell
65,699
-1,960
-3% -$48.8K 0.82% 16
2025
Q2 		$1.79M Buy
67,659
+13,210
+24% +$384K 1.05% 13
2025
Q1 		$1.9M Buy
54,449
+19,730
+57% +$758K 1.32% 12
2024
Q4 		$1.39M Buy
34,719
+160
+0.5% +$7.46K 0.9% 18
2024
Q3 		$1.89M Buy
34,559
+90
+0.3% +$4.75K 1.19% 14
2024
Q2 		$1.83M Hold
34,469
– – 1.2% 14
2024
Q1 		$2M Buy
34,469
+20
+0.1% +$1.1K 1.33% 9
2023
Q4 		$1.89M Buy
34,449
+220
+0.6% +$11.2K 1.3% 9
2023
Q3 		$1.76M Hold
34,229
– – 1.48% 8
2023
Q2 		$1.82M Sell
34,229
-150
-0.4% -$7.97K 1.49% 8
2023
Q1 		$1.88M Sell
34,379
-410
-1% -$23.1K 1.6% 8
2022
Q4 		$1.75M Buy
34,789
+3,410
+11% +$167K 1.55% 10
2022
Q3 		$1.38M Buy
31,379
+3,701
+13% +$188K 1.36% 13
2022
Q2 		$1.43M Buy
27,678
+650
+2% +$41.6K 1.3% 14
2022
Q1 		$1.72M Buy
27,028
+660
+3% +$39.8K 1.73% 12
2021
Q4 		$1.5M Buy
+26,368
New +$1.5M 1.44% 16

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Disciplined Equity Management's DOW Position: Q2 2026 in Review

Disciplined Equity Management reduced its Dow Inc (DOW) stake by 14% in Q2 2026, selling an estimated $409K and leaving 71,529 shares worth $1.96M. The position accounts for 0.87% of the portfolio, ranked #16.

Disciplined Equity Management first reported a position in DOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.45M in Q1 2026. 468 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Disciplined Equity Management held 71,529 shares of Dow Inc worth $1.96M as of Q2 2026.
  • Disciplined Equity Management sold 11,270 Dow Inc shares in Q2 2026, an estimated $409K.
  • Dow Inc made up 0.87% of Disciplined Equity Management's portfolio in Q2 2026, its #16 holding.
  • Disciplined Equity Management first reported a position in Dow Inc in Q4 2021 and has held it in 19 quarters since.
  • Disciplined Equity Management's Dow Inc position peaked at $3.45M in Q1 2026.
  • 468 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Disciplined Equity Management's 13F filing for Q2 2026, filed 29 Jul 2026.