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Kestra Investment Management’s Dow Inc DOW Stock Holding History

Kestra Investment Management’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 		– Sell
-5,899
Closed -$246K – 526
2026
Q1 		$246K Buy
+5,899
New +$187K ﹤0.01% 400
2025
Q3 		– Sell
-72,108
Closed -$2.2M – 581
2025
Q2 		$2.2M Buy
72,108
+37,993
+111% +$1.11M 0.03% 168
2025
Q1 		$1.19M Buy
34,115
+26,449
+345% +$1.02M 0.04% 148
2024
Q4 		$308K Buy
+7,666
New +$358K 0.01% 296

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

Kestra Investment Management's DOW Position: Q2 2026 in Review

Kestra Investment Management sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 5,899 shares — an estimated $246K sold.

Kestra Investment Management first reported a position in DOW in Q4 2024 and held it in 4 quarters. The position peaked at $2.2M in Q2 2025. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Kestra Investment Management reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Kestra Investment Management sold 5,899 Dow Inc shares in Q2 2026, an estimated $246K.
  • Kestra Investment Management first reported a position in Dow Inc in Q4 2024 and held it in 4 quarters.
  • Kestra Investment Management's Dow Inc position peaked at $2.2M in Q2 2025.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.