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Financial Perspectives’s Dow Inc DOW Stock Holding History

Financial Perspectives’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 		$5.96K Hold
218
– – ﹤0.01% 594
2026
Q1 		$9.08K Hold
218
– – ﹤0.01% 541
2025
Q4 		$5.1K Sell
218
-136
-38% -$3.13K ﹤0.01% 586
2025
Q3 		$8.12K Hold
354
– – ﹤0.01% 538
2025
Q2 		$9.38K Hold
354
– – ﹤0.01% 515
2025
Q1 		$12.4K Sell
354
-56
-14% -$2.15K ﹤0.01% 473
2024
Q4 		$16.5K Hold
410
– – 0.01% 440
2024
Q3 		$22.4K Hold
410
– – 0.01% 374
2024
Q2 		$21.8K Hold
410
– – 0.01% 372
2024
Q1 		$23.8K Hold
410
– – 0.01% 360
2023
Q4 		$22.5K Buy
410
+1
+0.2% +$51 0.01% 367
2023
Q3 		$21.1K Sell
409
-274
-40% -$14.7K 0.01% 355
2023
Q2 		$36.4K Buy
683
+4
+0.6% +$213 0.02% 297
2023
Q1 		$37.2K Buy
679
+5
+0.7% +$281 0.02% 288
2022
Q4 		$34K Buy
674
+5
+0.7% +$244 0.02% 295
2022
Q3 		$29.4K Buy
669
+4
+0.6% +$203 0.02% 298
2022
Q2 		$34.3K Buy
665
+4
+0.6% +$256 0.02% 278
2022
Q1 		$42.1K Hold
661
– – 0.02% 268
2021
Q4 		$37.5K Hold
661
– – 0.02% 274
2021
Q3 		$38K Sell
661
-31
-4% -$1.9K 0.02% 269
2021
Q2 		$43.8K Sell
692
-43,554
-98% -$2.88M 0.02% 273
2021
Q1 		$692K Buy
44,246
+43,554
+6,294% +$2.61M 0.03% 250
2020
Q4 		$38.4K Buy
692
+87
+14% +$4.49K 0.02% 252
2020
Q3 		$28.5K Hold
605
– – 0.02% 249
2020
Q2 		$24.7K Hold
605
– – 0.02% 252
2020
Q1 		$17.7K Hold
605
– – 0.01% 253
2019
Q4 		$33.1K Buy
+605
New +$31.3K 0.02% 210

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Financial Perspectives's DOW Position: Q2 2026 in Review

Financial Perspectives held its Dow Inc (DOW) position steady in Q2 2026 at 218 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Financial Perspectives first reported a position in DOW in Q4 2019 and has held it in 27 quarters since. The position peaked at $692K in Q1 2021. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Financial Perspectives held 218 shares of Dow Inc worth $5.96K as of Q2 2026.
  • Financial Perspectives left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #594 holding.
  • Financial Perspectives first reported a position in Dow Inc in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Dow Inc position peaked at $692K in Q1 2021.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.