Elevation Wealth Partners
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Elevation Wealth Partners’s Dow Inc DOW Stock Holding History

Elevation Wealth Partners’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
Q3 		$27.7K Buy
1,007
+971
+2,697% +$28.9K 0.01% 569
2026
Q2 		$985 Sell
36
-184
-84% -$6.68K ﹤0.01% 1258
2026
Q1 		$9.16K Buy
220
+184
+511% +$5.84K ﹤0.01% 533
2025
Q4 		$842 Buy
36
+1
+3% +$23 ﹤0.01% 875
2025
Q3 		$803 Buy
+35
New +$872 ﹤0.01% 760
2025
Q2 		– Sell
-908
Closed -$31.7K – 493
2025
Q1 		$31.7K Buy
908
+6
+0.7% +$230 0.01% 275
2024
Q4 		$36.2K Sell
902
-116
-11% -$5.41K 0.02% 265
2024
Q3 		$55.6K Sell
1,018
-147
-13% -$7.76K 0.02% 209
2024
Q2 		$61.8K Sell
1,165
-23
-2% -$1.31K 0.03% 198
2024
Q1 		$68.8K Buy
1,188
+16
+1% +$884 0.03% 194
2023
Q4 		$60.4K Buy
1,172
+560
+92% +$28.6K 0.04% 193
2023
Q3 		$31.5K Buy
612
+8
+1% +$429 0.03% 178
2023
Q2 		$32.2K Buy
604
+8
+1% +$425 0.03% 187
2023
Q1 		$32.7K Buy
+596
New +$33.5K 0.03% 190

Other funds holding DOW

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elevation Wealth Partners's DOW Position: Q3 2026 in Review

Elevation Wealth Partners increased its Dow Inc (DOW) stake by 2,697% in Q3 2026, buying an estimated $28.9K and bringing the position to 1,007 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #569.

Elevation Wealth Partners first reported a position in DOW in Q1 2023 and has held it in 14 quarters since. The position peaked at $68.8K in Q1 2024. 443 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Elevation Wealth Partners held 1,007 shares of Dow Inc worth $27.7K as of Q3 2026.
  • Elevation Wealth Partners bought 971 Dow Inc shares in Q3 2026, an estimated $28.9K.
  • Dow Inc made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #569 holding.
  • Elevation Wealth Partners first reported a position in Dow Inc in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Dow Inc position peaked at $68.8K in Q1 2024.
  • 443 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.