EFS
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Essex Financial Services’s Dow Inc DOW Stock Holding History

Essex Financial Services’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
Q1 		$541K Buy
12,987
+3,350
+35% +$106K 0.03% 436
2025
Q4 		$225K Buy
+9,637
New +$222K 0.01% 710
2025
Q3 		– Sell
-12,170
Closed -$322K – 756
2025
Q2 		$322K Sell
12,170
-12,982
-52% -$378K 0.02% 526
2025
Q1 		$878K Sell
25,152
-1,853
-7% -$71.2K 0.06% 254
2024
Q4 		$1.08M Sell
27,005
-524
-2% -$24.4K 0.08% 224
2024
Q3 		$1.43M Sell
27,529
-8,016
-23% -$423K 0.1% 183
2024
Q2 		$1.87M Buy
35,545
+12,970
+57% +$741K 0.14% 143
2024
Q1 		$1.31M Buy
22,575
+1,179
+6% +$65.2K 0.12% 174
2023
Q4 		$1.17M Buy
21,396
+768
+4% +$39.2K 0.12% 165
2023
Q3 		$1.06M Buy
20,628
+693
+3% +$37.2K 0.12% 169
2023
Q2 		$1.06M Sell
19,935
-5,971
-23% -$317K 0.12% 167
2023
Q1 		$1.42M Buy
25,906
+166
+0.6% +$9.34K 0.15% 142
2022
Q4 		$1.3M Sell
25,740
-813
-3% -$39.7K 0.14% 147
2022
Q3 		$1.17M Buy
26,553
+1,859
+8% +$94.3K 0.14% 148
2022
Q2 		$1.27M Buy
24,694
+2,756
+13% +$177K 0.14% 144
2022
Q1 		$1.4M Sell
21,938
-602
-3% -$36.3K 0.13% 156
2021
Q4 		$1.28M Sell
22,540
-2,741
-11% -$156K 0.13% 167
2021
Q3 		$1.46M Buy
25,281
+14,144
+127% +$866K 0.17% 143
2021
Q2 		$712K Hold
11,137
– – 0.1% 198
2021
Q1 		$712K Sell
11,137
-276
-2% -$16.5K 0.13% 166
2020
Q4 		$633K Sell
11,413
-860
-7% -$44.4K 0.13% 161
2020
Q3 		$577K Buy
12,273
+2,276
+23% +$102K 0.14% 139
2020
Q2 		$407K Sell
9,997
-1,600
-14% -$58.6K 0.13% 155
2020
Q1 		$339K Sell
11,597
-31
-0.3% -$1.32K 0.12% 168
2019
Q4 		$636K Sell
11,628
-74
-0.6% -$3.82K 0.18% 127
2019
Q3 		$558K Sell
11,702
-5,692
-33% -$266K 0.18% 126
2019
Q2 		$858K Buy
+17,394
New +$918K 0.25% 90

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Essex Financial Services's DOW Position: Q1 2026 in Review

Essex Financial Services increased its Dow Inc (DOW) stake by 35% in Q1 2026, buying an estimated $106K and bringing the position to 12,987 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #436.

Essex Financial Services first reported a position in DOW in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.87M in Q2 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Essex Financial Services held 12,987 shares of Dow Inc worth $541K as of Q1 2026.
  • Essex Financial Services bought 3,350 Dow Inc shares in Q1 2026, an estimated $106K.
  • Dow Inc made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #436 holding.
  • Essex Financial Services first reported a position in Dow Inc in Q2 2019 and has held it in 27 quarters since.
  • Essex Financial Services's Dow Inc position peaked at $1.87M in Q2 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.