HHM Wealth Advisors’s Dow Inc DOW Stock Holding History

HHM Wealth 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	$5.25K	Hold	192	–	–	﹤0.01%	720
2026 Q1	$8K	Hold	192	–	–	﹤0.01%	662
2025 Q4	$4.49K	Sell	192 -742	-79%	-$17.1K	﹤0.01%	717
2025 Q3	$21.4K	Buy	934 +7	+0.8%	+$174	﹤0.01%	503
2025 Q2	$24.5K	Hold	927	–	–	﹤0.01%	479
2025 Q1	$32.4K	Hold	927	–	–	﹤0.01%	433
2024 Q4	$37.2K	Hold	927	–	–	0.01%	402
2024 Q3	$50.6K	Hold	927	–	–	0.01%	340
2024 Q2	$49.2K	Hold	927	–	–	0.01%	345
2024 Q1	$53.7K	Hold	927	–	–	0.01%	283
2023 Q4	$50.8K	Hold	927	–	–	0.01%	283
2023 Q3	$47.8K	Hold	927	–	–	0.01%	277
2023 Q2	$49.4K	Hold	927	–	–	0.01%	287
2023 Q1	$50.8K	Hold	927	–	–	0.01%	272
2022 Q4	$46.7K	Hold	927	–	–	0.01%	254
2022 Q3	$41K	Sell	927 -200	-18%	-$10.1K	0.01%	257
2022 Q2	$58K	Hold	1,127	–	–	0.01%	261
2022 Q1	$72K	Hold	1,127	–	–	0.02%	254
2021 Q4	$64K	Hold	1,127	–	–	0.02%	278
2021 Q3	$65K	Hold	1,127	–	–	0.02%	264
2021 Q2	$71K	Hold	1,127	–	–	0.02%	249
2021 Q1	$72K	Sell	1,127 -108	-9%	-$6.46K	0.02%	227
2020 Q4	$69K	Sell	1,235 -49	-4%	-$2.53K	0.02%	218
2020 Q3	$60K	Hold	1,284	–	–	0.02%	202
2020 Q2	$52K	Sell	1,284 -139	-10%	-$5.09K	0.02%	219
2020 Q1	$42K	Buy	+1,423	New	+$60.5K	0.02%	221

Other funds holding DOW

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HHM Wealth Advisors's DOW Position: Q2 2026 in Review

HHM Wealth Advisors held its Dow Inc (DOW) position steady in Q2 2026 at 192 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

HHM Wealth Advisors first reported a position in DOW in Q1 2020 and has held it in 26 quarters since. The position peaked at $72K in Q1 2022. 369 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

HHM Wealth Advisors held 192 shares of Dow Inc worth $5.25K as of Q2 2026.
HHM Wealth Advisors left its Dow Inc share count unchanged in Q2 2026.
Dow Inc made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #720 holding.
HHM Wealth Advisors first reported a position in Dow Inc in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Dow Inc position peaked at $72K in Q1 2022.
369 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.