Ethic Inc’s Dow Inc DOW Stock Holding History

Ethic Inc’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	$592K	Buy	21,649 +1,123	+5%	+$40.8K	0.01%	888
2026 Q1	$855K	Buy	20,526 +2,595	+14%	+$82.3K	0.01%	708
2025 Q4	$419K	Sell	17,931 -1,956	-10%	-$45K	0.01%	902
2025 Q3	$456K	Buy	19,887 +3,187	+19%	+$79.4K	0.01%	864
2025 Q2	$451K	Buy	16,700 +6,822	+69%	+$198K	0.01%	847
2025 Q1	$342K	Buy	9,878 +2,331	+31%	+$89.5K	0.01%	901
2024 Q4	$303K	Buy	+7,547	New	+$352K	0.01%	941
2024 Q3	–	Sell	-3,822	Closed	-$203K	–	1115
2024 Q2	$203K	Buy	+3,822	New	+$218K	﹤0.01%	1030
2020 Q3	–	Sell	-8,473	Closed	-$345K	–	350
2020 Q2	$345K	Sell	8,473 -229	-3%	-$8.38K	0.2%	147
2020 Q1	$254K	Buy	8,702 +119	+1%	+$5.06K	0.21%	148
2019 Q4	$470K	Buy	+8,583	New	+$443K	0.35%	97

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ethic Inc's DOW Position: Q2 2026 in Review

Ethic Inc increased its Dow Inc (DOW) stake by 5.5% in Q2 2026, buying an estimated $40.8K and bringing the position to 21,649 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #888.

Ethic Inc first reported a position in DOW in Q4 2019 and has held it in 11 quarters since. The position peaked at $855K in Q1 2026. 446 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Ethic Inc held 21,649 shares of Dow Inc worth $592K as of Q2 2026.
Ethic Inc bought 1,123 Dow Inc shares in Q2 2026, an estimated $40.8K.
Dow Inc made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #888 holding.
Ethic Inc first reported a position in Dow Inc in Q4 2019 and has held it in 11 quarters since.
Ethic Inc's Dow Inc position peaked at $855K in Q1 2026.
446 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.