KMG Fiduciary Partners’s Dow Inc DOW Stock Holding History

KMG Fiduciary Partners’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	$1.06M	Sell	38,793 -45,791	-54%	-$1.66M	0.1%	123
2026 Q1	$3.52M	Buy	84,584 +3,692	+5%	+$117K	0.26%	99
2025 Q4	$1.89M	Buy	80,892 +8,332	+11%	+$192K	0.13%	134
2025 Q3	$1.66M	Buy	72,560 +4,395	+6%	+$109K	0.11%	156
2025 Q2	$1.81M	Buy	68,165 +61,070	+861%	+$1.78M	0.13%	143
2025 Q1	$248K	Buy	+7,095	New	+$272K	0.02%	261
2023 Q1	–	Sell	-15,917	Closed	-$802K	–	229
2022 Q4	$802K	Buy	15,917 +603	+4%	+$29.5K	0.13%	135
2022 Q3	$673K	Buy	15,314 +527	+4%	+$26.7K	0.13%	129
2022 Q2	$763K	Buy	14,787 +4,807	+48%	+$308K	0.14%	121
2022 Q1	$636K	Buy	+9,980	New	+$602K	0.1%	134
2019 Q4	–	Sell	-4,331	Closed	-$206K	–	131
2019 Q3	$206K	Sell	4,331 -1,149	-21%	-$53.8K	0.07%	109
2019 Q2	$270K	Buy	+5,480	New	+$289K	0.1%	96

Other funds holding DOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

KMG Fiduciary Partners's DOW Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Dow Inc (DOW) stake by 54% in Q2 2026, selling an estimated $1.66M and leaving 38,793 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #123.

KMG Fiduciary Partners first reported a position in DOW in Q2 2019 and has held it in 12 quarters since. The position peaked at $3.52M in Q1 2026. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

KMG Fiduciary Partners held 38,793 shares of Dow Inc worth $1.06M as of Q2 2026.
KMG Fiduciary Partners sold 45,791 Dow Inc shares in Q2 2026, an estimated $1.66M.
Dow Inc made up 0.1% of KMG Fiduciary Partners's portfolio in Q2 2026, its #123 holding.
KMG Fiduciary Partners first reported a position in Dow Inc in Q2 2019 and has held it in 12 quarters since.
KMG Fiduciary Partners's Dow Inc position peaked at $3.52M in Q1 2026.
1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.