Herold Advisors
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Herold Advisors’s Dow Inc DOW Stock Holding History

Herold 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
Q3 		$414K Sell
15,022
-875
-6% -$26K 0.08% 191
2026
Q2 		$434K Buy
15,897
+524
+3% +$19K 0.09% 188
2026
Q1 		$640K Buy
15,373
+2
+0% +$63 0.14% 151
2025
Q4 		$359K Buy
15,371
+6,305
+70% +$145K 0.08% 189
2025
Q3 		$208K Buy
9,066
+1,445
+19% +$36K 0.05% 233
2025
Q2 		$202K Buy
7,621
+553
+8% +$16.1K 0.04% 296
2025
Q1 		$247K Sell
7,068
-195
-3% -$7.49K 0.05% 245
2024
Q4 		$292K Sell
7,263
-197
-3% -$9.19K 0.06% 224
2024
Q3 		$408K Sell
7,460
-97
-1% -$5.12K 0.09% 202
2024
Q2 		$401K Sell
7,557
-297
-4% -$17K 0.09% 199
2024
Q1 		$455K Sell
7,854
-539
-6% -$29.8K 0.11% 189
2023
Q4 		$460K Sell
8,393
-149
-2% -$7.61K 0.13% 166
2023
Q3 		$440K Buy
8,542
+907
+12% +$48.7K 0.13% 169
2023
Q2 		$407K Sell
7,635
-421
-5% -$22.4K 0.12% 174
2023
Q1 		$442K Buy
8,056
+69
+0.9% +$3.88K 0.15% 153
2022
Q4 		$402K Buy
7,987
+204
+3% +$10K 0.17% 133
2022
Q3 		$341K Sell
7,783
-46
-0.6% -$2.33K 0.16% 136
2022
Q2 		$404K Buy
7,829
+3
+0% +$192 0.18% 135
2022
Q1 		$499K Buy
7,826
+553
+8% +$33.4K 0.18% 128
2021
Q4 		$412K Sell
7,273
-52
-0.7% -$2.96K 0.16% 142
2021
Q3 		$421K Buy
+7,325
New +$448K 0.16% 137

Other funds holding DOW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Herold Advisors's DOW Position: Q3 2026 in Review

Herold Advisors reduced its Dow Inc (DOW) stake by 5.5% in Q3 2026, selling an estimated $26K and leaving 15,022 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #191.

Herold Advisors first reported a position in DOW in Q3 2021 and has held it in 21 quarters since. The position peaked at $640K in Q1 2026. 264 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Herold Advisors held 15,022 shares of Dow Inc worth $414K as of Q3 2026.
  • Herold Advisors sold 875 Dow Inc shares in Q3 2026, an estimated $26K.
  • Dow Inc made up 0.08% of Herold Advisors's portfolio in Q3 2026, its #191 holding.
  • Herold Advisors first reported a position in Dow Inc in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Dow Inc position peaked at $640K in Q1 2026.
  • 264 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.