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Fortis Group Advisors’s Dow Inc DOW Stock Holding History

Fortis Group Advisors’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 		$4.19K Hold
153
– – ﹤0.01% 464
2026
Q1 		$6.37K Hold
153
– – ﹤0.01% 422
2025
Q4 		$3.58K Hold
153
– – ﹤0.01% 460
2025
Q3 		$3.51K Sell
153
-70
-31% -$1.74K ﹤0.01% 422
2025
Q2 		$5.91K Hold
223
– – ﹤0.01% 376
2025
Q1 		$7.79K Hold
223
– – ﹤0.01% 316
2024
Q4 		$8.95K Hold
223
– – ﹤0.01% 314
2024
Q3 		$12.2K Hold
223
– – ﹤0.01% 288
2024
Q2 		$11.8K Hold
223
– – ﹤0.01% 285
2024
Q1 		$12.9K Sell
223
-223
-50% -$12.3K ﹤0.01% 297
2023
Q4 		$24.5K Buy
446
+128
+40% +$6.54K 0.01% 221
2023
Q3 		$16.4K Buy
+318
New +$17.1K 0.01% 188
2020
Q3 		$696K Buy
+14,817
New +$665K 0.14% 83

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

Fortis Group Advisors's DOW Position: Q2 2026 in Review

Fortis Group Advisors held its Dow Inc (DOW) position steady in Q2 2026 at 153 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Fortis Group Advisors first reported a position in DOW in Q3 2020 and has held it in 13 quarters since. The position peaked at $696K in Q3 2020. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Fortis Group Advisors held 153 shares of Dow Inc worth $4.19K as of Q2 2026.
  • Fortis Group Advisors left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #464 holding.
  • Fortis Group Advisors first reported a position in Dow Inc in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Dow Inc position peaked at $696K in Q3 2020.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.