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Johnson Financial Group Inc (Wisconsin)’s Dow Inc DOW Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$12K Hold
438
– – ﹤0.01% 622
2026
Q1 		$18.2K Sell
438
-315
-42% -$9.99K ﹤0.01% 574
2025
Q4 		$17.6K Buy
753
+168
+29% +$3.86K ﹤0.01% 601
2025
Q3 		$13.4K Buy
585
+110
+23% +$2.74K ﹤0.01% 747
2025
Q2 		$12.6K Hold
475
– – ﹤0.01% 587
2025
Q1 		$16.6K Hold
475
– – ﹤0.01% 727
2024
Q4 		$18.5K Sell
475
-1,900
-80% -$88.7K ﹤0.01% 597
2024
Q3 		$130K Sell
2,375
-357
-13% -$18.8K 0.01% 412
2024
Q2 		$145K Buy
2,732
+2,251
+468% +$129K 0.01% 342
2024
Q1 		$27.9K Buy
481
+143
+42% +$7.9K ﹤0.01% 478
2023
Q4 		$18.5K Sell
338
-1,187
-78% -$60.6K ﹤0.01% 566
2023
Q3 		$78.6K Buy
1,525
+888
+139% +$47.7K 0.01% 337
2023
Q2 		$33.9K Buy
637
+240
+60% +$12.8K ﹤0.01% 446
2023
Q1 		$21.8K Sell
397
-355
-47% -$20K ﹤0.01% 482
2022
Q4 		$37.9K Hold
752
– – ﹤0.01% 379
2022
Q3 		$35K Buy
752
+41
+6% +$2.08K ﹤0.01% 385
2022
Q2 		$37K Sell
711
-539
-43% -$34.5K ﹤0.01% 419
2022
Q1 		$79K Hold
1,250
– – 0.01% 381
2021
Q4 		$71K Hold
1,250
– – ﹤0.01% 404
2021
Q3 		$72K Buy
1,250
+328
+36% +$20.1K ﹤0.01% 364
2021
Q2 		$58K Hold
922
– – ﹤0.01% 391
2021
Q1 		$58K Buy
+922
New +$55.2K ﹤0.01% 382
2019
Q3 		– Sell
-33
Closed -$2K – 563
2019
Q2 		$2K Buy
+33
New +$1.74K ﹤0.01% 524

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s DOW Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Dow Inc (DOW) position steady in Q2 2026 at 438 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Johnson Financial Group Inc (Wisconsin) first reported a position in DOW in Q2 2019 and has held it in 23 quarters since. The position peaked at $145K in Q2 2024. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 438 shares of Dow Inc worth $12K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #622 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Dow Inc in Q2 2019 and has held it in 23 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Dow Inc position peaked at $145K in Q2 2024.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.