Kovitz Investment Group Partners’s Dow Inc DOW Stock Holding History

Kovitz Investment Group 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 Q1	$400K	Sell	9,607 -407	-4%	-$12.9K	0.01%	421
2025 Q4	$234K	Sell	10,014 -3,350	-25%	-$77K	0.01%	454
2025 Q3	$306K	Sell	13,364 -117,466	-90%	-$2.93M	﹤0.01%	1195
2025 Q2	$3.46M	Sell	130,830 -34,691	-21%	-$1.01M	0.01%	509
2025 Q1	$5.78M	Buy	165,521 +24,816	+18%	+$953K	0.03%	379
2024 Q4	$5.65M	Buy	140,705 +110,848	+371%	+$5.17M	0.03%	378
2024 Q3	$1.19M	Sell	29,857 -1,240	-4%	-$65.5K	0.01%	588
2024 Q2	$1.65M	Buy	31,097 +18,574	+148%	+$1.06M	0.01%	455
2024 Q1	$725K	Buy	+12,523	New	+$692K	0.01%	456
2021 Q4	–	Sell	-3,876	Closed	-$223K	–	419
2021 Q3	$223K	Sell	3,876 -85	-2%	-$5.2K	﹤0.01%	410
2021 Q2	$251K	Buy	3,961 +162	+4%	+$10.7K	﹤0.01%	392
2021 Q1	$243K	Buy	+3,799	New	+$227K	0.01%	385

Other funds holding DOW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 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

Kovitz Investment Group Partners's DOW Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Dow Inc (DOW) stake by 4.1% in Q1 2026, selling an estimated $12.9K and leaving 9,607 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #421.

Kovitz Investment Group Partners first reported a position in DOW in Q1 2021 and has held it in 12 quarters since. The position peaked at $5.78M in Q1 2025. 1,311 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Kovitz Investment Group Partners held 9,607 shares of Dow Inc worth $400K as of Q1 2026.
Kovitz Investment Group Partners sold 407 Dow Inc shares in Q1 2026, an estimated $12.9K.
Dow Inc made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #421 holding.
Kovitz Investment Group Partners first reported a position in Dow Inc in Q1 2021 and has held it in 12 quarters since.
Kovitz Investment Group Partners's Dow Inc position peaked at $5.78M in Q1 2025.
1,311 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.