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Garton & Associates Financial Advisors’s Dow Inc DOW Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-1,369
Closed -$32K – 276
2025
Q4 		$32K Buy
+1,369
New +$31.5K 0.02% 491

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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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Garton & Associates Financial Advisors's DOW Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 1,369 shares — an estimated $32K sold.

Garton & Associates Financial Advisors first reported a position in DOW in Q4 2025 and held it in 1 quarter. The position peaked at $32K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,369 Dow Inc shares in Q1 2026, an estimated $32K.
  • Garton & Associates Financial Advisors first reported a position in Dow Inc in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Dow Inc position peaked at $32K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.