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Intrua Financial’s Dow Inc DOW Stock Holding History

Intrua Financial’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 		$314K Sell
11,469
-7,009
-38% -$254K 0.03% 382
2026
Q1 		$770K Sell
18,478
-250
-1% -$7.93K 0.08% 189
2025
Q4 		$438K Buy
18,728
+1,266
+7% +$29.1K 0.05% 282
2025
Q3 		$400K Sell
17,462
-1,631
-9% -$40.6K 0.04% 303
2025
Q2 		$506K Buy
19,093
+1,609
+9% +$46.8K 0.07% 208
2025
Q1 		$611K Buy
17,484
+4,190
+32% +$161K 0.09% 168
2024
Q4 		$533K Buy
13,294
+2,701
+25% +$126K 0.08% 184
2024
Q3 		$579K Sell
10,593
-993
-9% -$52.4K 0.09% 198
2024
Q2 		$615K Sell
11,586
-14
-0.1% -$800 0.09% 192
2024
Q1 		$672K Sell
11,600
-1,596
-12% -$88.2K 0.1% 189
2023
Q4 		$724K Sell
13,196
-541
-4% -$27.6K 0.11% 170
2023
Q3 		$708K Sell
13,737
-670
-5% -$36K 0.12% 148
2023
Q2 		$767K Buy
14,407
+2,682
+23% +$143K 0.13% 146
2023
Q1 		$613K Buy
11,725
+229
+2% +$12.9K 0.13% 155
2022
Q4 		$651K Buy
11,496
+268
+2% +$13.1K 0.15% 145
2022
Q3 		$493K Buy
11,228
+933
+9% +$47.3K 0.13% 165
2022
Q2 		$531K Buy
10,295
+346
+3% +$22.2K 0.11% 195
2022
Q1 		$634K Sell
9,949
-100
-1% -$6.03K 0.11% 189
2021
Q4 		$570K Buy
10,049
+964
+11% +$55K 0.1% 198
2021
Q3 		$509K Buy
9,085
+1,537
+20% +$94.1K 0.09% 211
2021
Q2 		$485K Sell
7,548
-199
-3% -$13.1K 0.12% 167
2021
Q1 		$485K Buy
7,747
+701
+10% +$42K 0.12% 161
2020
Q4 		$391K Buy
7,046
+378
+6% +$19.5K 0.17% 122
2020
Q3 		$347K Sell
6,668
-1,674
-20% -$75.2K 0.17% 125
2020
Q2 		$371K Buy
+8,342
New +$305K 0.14% 145

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Intrua Financial's DOW Position: Q2 2026 in Review

Intrua Financial reduced its Dow Inc (DOW) stake by 38% in Q2 2026, selling an estimated $254K and leaving 11,469 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #382.

Intrua Financial first reported a position in DOW in Q2 2020 and has held it in 25 quarters since. The position peaked at $770K in Q1 2026. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Intrua Financial held 11,469 shares of Dow Inc worth $314K as of Q2 2026.
  • Intrua Financial sold 7,009 Dow Inc shares in Q2 2026, an estimated $254K.
  • Dow Inc made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #382 holding.
  • Intrua Financial first reported a position in Dow Inc in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's Dow Inc position peaked at $770K in Q1 2026.
  • 497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.