Kovitz Investment Group Partners
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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
Q2 		$260K Sell
9,493
-114
-1% -$4.14K 0.01% 451
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
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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's DOW Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Dow Inc (DOW) stake by 1.2% in Q2 2026, selling an estimated $4.14K and leaving 9,493 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #451.

Kovitz Investment Group Partners first reported a position in DOW in Q1 2021 and has held it in 13 quarters since. The position peaked at $5.78M in Q1 2025. 1,207 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Kovitz Investment Group Partners held 9,493 shares of Dow Inc worth $260K as of Q2 2026.
  • Kovitz Investment Group Partners sold 114 Dow Inc shares in Q2 2026, an estimated $4.14K.
  • Dow Inc made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #451 holding.
  • Kovitz Investment Group Partners first reported a position in Dow Inc in Q1 2021 and has held it in 13 quarters since.
  • Kovitz Investment Group Partners's Dow Inc position peaked at $5.78M in Q1 2025.
  • 1,207 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.