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Jackson Grant Investment Advisers’s Dow Inc DOW Stock Holding History

Jackson Grant Investment Advisers’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 		$19.9K Hold
727
– – 0.01% 261
2026
Q1 		$30.3K Hold
727
– – 0.01% 231
2025
Q4 		$17K Sell
727
-213
-23% -$4.9K 0.01% 267
2025
Q3 		$21.6K Buy
940
+213
+29% +$5.31K 0.01% 246
2025
Q2 		$19.3K Sell
727
-35
-5% -$1.02K 0.01% 234
2025
Q1 		$26.6K Sell
762
-59
-7% -$2.27K 0.01% 209
2024
Q4 		$32.9K Hold
821
– – 0.01% 201
2024
Q3 		$44.9K Hold
821
– – 0.02% 188
2024
Q2 		$43.6K Hold
821
– – 0.02% 189
2024
Q1 		$47.6K Hold
821
– – 0.02% 179
2023
Q4 		$45K Hold
821
– – 0.02% 176
2023
Q3 		$42.3K Hold
821
– – 0.02% 174
2023
Q2 		$43.7K Hold
821
– – 0.02% 175
2023
Q1 		$45K Buy
821
+94
+13% +$5.29K 0.02% 194
2022
Q4 		$36.6K Hold
727
– – 0.02% 205
2022
Q3 		$32K Hold
727
– – 0.02% 223
2022
Q2 		$38K Hold
727
– – 0.02% 210
2022
Q1 		$46K Hold
727
– – 0.02% 212
2021
Q4 		$41K Hold
727
– – 0.02% 181
2021
Q3 		$42K Buy
727
+200
+38% +$12.2K 0.02% 221
2021
Q2 		$33K Hold
527
– – 0.01% 245
2021
Q1 		$34K Hold
527
– – 0.02% 235
2020
Q4 		$29K Hold
527
– – 0.01% 221
2020
Q3 		$25K Buy
+527
New +$23.7K 0.02% 177

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

Jackson Grant Investment Advisers's DOW Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Dow Inc (DOW) position steady in Q2 2026 at 727 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #261.

Jackson Grant Investment Advisers first reported a position in DOW in Q3 2020 and has held it in 24 quarters since. The position peaked at $47.6K in Q1 2024. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Jackson Grant Investment Advisers held 727 shares of Dow Inc worth $19.9K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #261 holding.
  • Jackson Grant Investment Advisers first reported a position in Dow Inc in Q3 2020 and has held it in 24 quarters since.
  • Jackson Grant Investment Advisers's Dow Inc position peaked at $47.6K in Q1 2024.
  • 497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.