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Kelleher Financial Advisors’s Dow Inc DOW Stock Holding History

Kelleher Financial 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 		$101K Buy
3,691
+1
+0% +$36 0.01% 369
2026
Q1 		$99K Buy
3,690
+83
+2% +$2.63K 0.03% 299
2025
Q4 		$84.3K Sell
3,607
-195
-5% -$4.48K 0.02% 335
2025
Q3 		$87.2K Buy
+3,802
New +$94.7K 0.02% 270
2024
Q4 		– Sell
-4,081
Closed -$223K – 115
2024
Q3 		$223K Buy
+4,081
New +$215K 0.08% 105
2024
Q2 		– Sell
-5,069
Closed -$294K – 119
2024
Q1 		$294K Buy
5,069
+1,386
+38% +$76.6K 0.12% 99
2023
Q4 		$202K Sell
3,683
-350
-9% -$17.9K 0.09% 98
2023
Q3 		$208K Sell
4,033
-21
-0.5% -$1.13K 0.11% 96
2023
Q2 		$216K Buy
4,054
+45
+1% +$2.39K 0.12% 97
2023
Q1 		$220K Buy
4,009
+1
+0% +$56 0.15% 95
2022
Q4 		$202K Sell
4,008
-14,453
-78% -$706K 0.15% 86
2022
Q3 		$810K Sell
18,461
-4,003
-18% -$203K 0.58% 35
2022
Q2 		$1.16M Buy
22,464
+60
+0.3% +$3.84K 0.52% 37
2022
Q1 		$1.43M Buy
22,404
+1
+0% +$60 0.79% 24
2021
Q4 		$1.29M Sell
22,403
-115
-0.5% -$6.56K 0.68% 26
2021
Q3 		$1.3M Buy
22,518
+21
+0.1% +$1.28K 0.57% 37
2021
Q2 		$1.42M Buy
22,497
+41
+0.2% +$2.71K 0.8% 24
2021
Q1 		$1.44M Buy
22,456
+56
+0.3% +$3.35K 0.92% 20
2020
Q4 		$1.24M Buy
22,400
+3,939
+21% +$203K 0.93% 19
2020
Q3 		$868K Hold
18,461
– – 0.72% 33
2020
Q2 		$752K Sell
18,461
-4,093
-18% -$150K 0.72% 30
2020
Q1 		$659K Buy
22,554
+13
+0.1% +$553 0.79% 27
2019
Q4 		$1.23M Buy
+22,541
New +$1.16M 1.24% 17
2019
Q3 		– Sell
-4,162
Closed -$205K – 92
2019
Q2 		$205K Buy
+4,162
New +$220K 0.25% 79

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Kelleher Financial Advisors's DOW Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Dow Inc (DOW) stake by 0.03% in Q2 2026, buying an estimated $36 and bringing the position to 3,691 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #369.

Kelleher Financial Advisors first reported a position in DOW in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.44M in Q1 2021. 1,196 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Kelleher Financial Advisors held 3,691 shares of Dow Inc worth $101K as of Q2 2026.
  • Kelleher Financial Advisors bought 1 Dow Inc share in Q2 2026, an estimated $36.
  • Dow Inc made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #369 holding.
  • Kelleher Financial Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 24 quarters since.
  • Kelleher Financial Advisors's Dow Inc position peaked at $1.44M in Q1 2021.
  • 1,196 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.