Houlihan Financial Resource Group’s Dow Inc DOW Stock Holding History

Houlihan Financial Resource Group’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	$242K	Hold	8,850	–	–	0.09%	106
2026 Q1	$369K	Buy	+8,850	New	+$281K	0.14%	88
2025 Q3	–	Sell	-9,661	Closed	-$256K	–	83
2025 Q2	$256K	Buy	9,661 +100	+1%	+$2.91K	0.11%	100
2025 Q1	$334K	Hold	9,561	–	–	0.15%	85
2024 Q4	$384K	Hold	9,561	–	–	0.16%	84
2024 Q3	$522K	Buy	+9,561	New	+$505K	0.22%	71
2024 Q2	–	Sell	-9,561	Closed	-$554K	–	69
2024 Q1	$554K	Hold	9,561	–	–	0.25%	63
2023 Q4	$524K	Hold	9,561	–	–	0.25%	63
2023 Q3	$493K	Buy	+9,561	New	+$513K	0.26%	62
2023 Q2	–	Sell	-9,561	Closed	-$524K	–	147
2023 Q1	$524K	Sell	9,561 -65	-0.7%	-$3.66K	0.29%	59
2022 Q4	$485K	Buy	+9,626	New	+$470K	0.28%	62
2020 Q3	$419K	Buy	+8,028	New	+$361K	0.24%	65
2020 Q1	$235K	Hold	8,028	–	–	0.2%	78
2019 Q4	$439K	Buy	+8,028	New	+$415K	0.28%	65

Other funds holding DOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Houlihan Financial Resource Group's DOW Position: Q2 2026 in Review

Houlihan Financial Resource Group held its Dow Inc (DOW) position steady in Q2 2026 at 8,850 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #106.

Houlihan Financial Resource Group first reported a position in DOW in Q4 2019 and has held it in 14 quarters since. The position peaked at $554K in Q1 2024. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Houlihan Financial Resource Group held 8,850 shares of Dow Inc worth $242K as of Q2 2026.
Houlihan Financial Resource Group left its Dow Inc share count unchanged in Q2 2026.
Dow Inc made up 0.09% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #106 holding.
Houlihan Financial Resource Group first reported a position in Dow Inc in Q4 2019 and has held it in 14 quarters since.
Houlihan Financial Resource Group's Dow Inc position peaked at $554K in Q1 2024.
1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.