Key Financial Inc’s Dow Inc DOW Stock Holding History

Key Financial Inc’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 Q1	$43.8K	Sell	1,052 -76	-7%	-$2.41K	0.01%	559
2025 Q4	$26.4K	Buy	1,128 +400	+55%	+$9.2K	﹤0.01%	663
2025 Q3	$16.8K	Hold	728	–	–	﹤0.01%	749
2025 Q2	$19.3K	Hold	728	–	–	﹤0.01%	705
2025 Q1	$25.4K	Hold	728	–	–	0.01%	603
2024 Q4	$29.2K	Hold	728	–	–	0.01%	573
2024 Q3	$39.8K	Hold	728	–	–	0.01%	517
2024 Q2	$38.6K	Hold	728	–	–	0.01%	510
2024 Q1	$42.2K	Hold	728	–	–	0.01%	463
2023 Q4	$39.9K	Hold	728	–	–	0.01%	461
2023 Q3	$37.5K	Hold	728	–	–	0.01%	450
2023 Q2	$38.8K	Hold	728	–	–	0.01%	449
2023 Q1	$39.9K	Buy	728 +100	+16%	+$5.63K	0.01%	427
2022 Q4	$27.6K	Hold	628	–	–	0.01%	445
2022 Q3	$28K	Sell	628 -507	-45%	-$25.7K	0.01%	445
2022 Q2	$59K	Sell	1,135 -1,372	-55%	-$87.9K	0.03%	329
2022 Q1	$160K	Buy	2,507 +1,314	+110%	+$79.3K	0.08%	194
2021 Q4	$68K	Buy	1,193 +708	+146%	+$40.4K	0.03%	300
2021 Q3	$28K	Buy	485 +9	+2%	+$551	0.02%	416
2021 Q2	$30K	Sell	476 -337	-41%	-$22.3K	0.02%	411
2021 Q1	$52K	Buy	813 +110	+16%	+$6.58K	0.03%	268
2020 Q4	$39K	Buy	+703	New	+$36.3K	0.03%	282
2020 Q2	–	Sell	-1,040	Closed	-$30K	–	220
2020 Q1	$30K	Sell	1,040 -5,119	-83%	-$218K	0.03%	280
2019 Q4	$337K	Buy	+6,159	New	+$318K	0.32%	72

Other funds holding DOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Key Financial Inc's DOW Position: Q1 2026 in Review

Key Financial Inc reduced its Dow Inc (DOW) stake by 6.7% in Q1 2026, selling an estimated $2.41K and leaving 1,052 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #559.

Key Financial Inc first reported a position in DOW in Q4 2019 and has held it in 24 quarters since. The position peaked at $337K in Q4 2019. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Key Financial Inc held 1,052 shares of Dow Inc worth $43.8K as of Q1 2026.
Key Financial Inc sold 76 Dow Inc shares in Q1 2026, an estimated $2.41K.
Dow Inc made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #559 holding.
Key Financial Inc first reported a position in Dow Inc in Q4 2019 and has held it in 24 quarters since.
Key Financial Inc's Dow Inc position peaked at $337K in Q4 2019.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.