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Klingman & Associates’s Dow Inc DOW Stock Holding History

Klingman & Associates’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
-6,723
Closed -$280K – 355
2026
Q1 		$280K Buy
+6,723
New +$213K 0.01% 271
2025
Q1 		– Sell
-5,216
Closed -$209K – 264
2024
Q4 		$209K Buy
5,216
+192
+4% +$8.96K 0.01% 247
2024
Q3 		$274K Buy
+5,024
New +$265K 0.02% 223
2022
Q2 		– Sell
-3,607
Closed -$230K – 197
2022
Q1 		$230K Buy
+3,607
New +$218K 0.02% 185

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

Klingman & Associates's DOW Position: Q2 2026 in Review

Klingman & Associates sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 6,723 shares — an estimated $280K sold.

Klingman & Associates first reported a position in DOW in Q1 2022 and held it in 4 quarters. The position peaked at $280K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Klingman & Associates reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Klingman & Associates sold 6,723 Dow Inc shares in Q2 2026, an estimated $280K.
  • Klingman & Associates first reported a position in Dow Inc in Q1 2022 and held it in 4 quarters.
  • Klingman & Associates's Dow Inc position peaked at $280K in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.