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GoalVest Advisory’s Dow Inc DOW Stock Holding History

GoalVest Advisory’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
Q3 		$4.93K Buy
+179
New +$5.33K ﹤0.01% 563
2022
Q3 		– Sell
-120
Closed -$6K – 266
2022
Q2 		$6K Buy
120
+114
+1,900% +$7.3K ﹤0.01% 263
2022
Q1 		$0 Buy
+6
New +$362 ﹤0.01% 401

Other funds holding DOW

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

GoalVest Advisory's DOW Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Dow Inc (DOW) in Q3 2026: 179 shares worth $4.93K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in DOW as recently as Q2 2022.

GoalVest Advisory first reported a position in DOW in Q1 2022 and has held it in 3 quarters since. The position peaked at $6K in Q2 2022. 80 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • GoalVest Advisory held 179 shares of Dow Inc worth $4.93K as of Q3 2026.
  • Dow Inc was a new GoalVest Advisory position in Q3 2026.
  • Dow Inc made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #563 holding.
  • GoalVest Advisory first reported a position in Dow Inc in Q1 2022 and has held it in 3 quarters since.
  • GoalVest Advisory's Dow Inc position peaked at $6K in Q2 2022.
  • 80 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.