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Fiduciary Group’s Dow Inc DOW Stock Holding History

Fiduciary Group’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 		$286K Sell
6,859
-2,975
-30% -$94.3K 0.02% 265
2025
Q4 		$230K Sell
9,834
-4,745
-33% -$109K 0.02% 278
2025
Q3 		$334K Sell
14,579
-1,965
-12% -$49K 0.03% 241
2025
Q2 		$438K Sell
16,544
-1,617
-9% -$47K 0.04% 207
2025
Q1 		$634K Sell
18,161
-1,914
-10% -$73.5K 0.06% 176
2024
Q4 		$806K Sell
20,075
-43,109
-68% -$2.01M 0.08% 165
2024
Q3 		$3.45M Sell
63,184
-2,279
-3% -$120K 0.35% 73
2024
Q2 		$3.47M Sell
65,463
-3,738
-5% -$214K 0.37% 71
2024
Q1 		$4.01M Sell
69,201
-915
-1% -$50.6K 0.44% 62
2023
Q4 		$3.85M Buy
70,116
+4,606
+7% +$235K 0.45% 61
2023
Q3 		$3.38M Buy
65,510
+3,073
+5% +$165K 0.43% 62
2023
Q2 		$3.33M Buy
62,437
+8,650
+16% +$460K 0.41% 64
2023
Q1 		$2.95M Buy
53,787
+2,734
+5% +$154K 0.38% 69
2022
Q4 		$2.57M Buy
51,053
+43,437
+570% +$2.12M 0.34% 73
2022
Q3 		$380K Sell
7,616
-20
-0.3% -$1.01K 0.05% 173
2022
Q2 		$422K Hold
7,636
– – 0.05% 170
2022
Q1 		$510K Sell
7,636
-42
-0.5% -$2.53K 0.07% 150
2021
Q4 		$435K Sell
7,678
-213
-3% -$12.1K 0.05% 170
2021
Q3 		$463K Sell
7,891
-300
-4% -$18.4K 0.05% 161
2021
Q2 		$500K Sell
8,191
-465
-5% -$30.7K 0.06% 156
2021
Q1 		$541K Buy
8,656
+60
+0.7% +$3.59K 0.07% 146
2020
Q4 		$496K Sell
8,596
-1,032
-11% -$53.3K 0.07% 146
2020
Q3 		$453K Sell
9,628
-395
-4% -$17.7K 0.07% 144
2020
Q2 		$409K Sell
10,023
-607
-6% -$22.2K 0.07% 144
2020
Q1 		$311K Sell
10,630
-565
-5% -$24K 0.06% 142
2019
Q4 		$613K Sell
11,195
-715
-6% -$36.9K 0.1% 123
2019
Q3 		$568K Sell
11,910
-7,237
-38% -$339K 0.1% 122
2019
Q2 		$944K Buy
+19,147
New +$1.01M 0.17% 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

Fiduciary Group's DOW Position: Q1 2026 in Review

Fiduciary Group reduced its Dow Inc (DOW) stake by 30% in Q1 2026, selling an estimated $94.3K and leaving 6,859 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #265.

Fiduciary Group first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.01M in Q1 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Fiduciary Group held 6,859 shares of Dow Inc worth $286K as of Q1 2026.
  • Fiduciary Group sold 2,975 Dow Inc shares in Q1 2026, an estimated $94.3K.
  • Dow Inc made up 0.02% of Fiduciary Group's portfolio in Q1 2026, its #265 holding.
  • Fiduciary Group first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • Fiduciary Group's Dow Inc position peaked at $4.01M in Q1 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.