Lantz Financial
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Lantz Financial’s Dow Inc DOW Stock Holding History

Lantz Financial’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
Q3 		– Sell
-37,264
Closed -$1.02M – 265
2026
Q2 		$1.02M Sell
37,264
-15
-0% -$544 0.19% 126
2026
Q1 		$1.55M Buy
37,279
+11,181
+43% +$355K 0.32% 86
2025
Q4 		$610K Sell
26,098
-11,536
-31% -$265K 0.13% 145
2025
Q3 		$863K Sell
37,634
-1,833
-5% -$45.7K 0.19% 123
2025
Q2 		$1.05M Buy
39,467
+9,473
+32% +$276K 0.26% 93
2025
Q1 		$1.05M Sell
29,994
-702
-2% -$27K 0.29% 90
2024
Q4 		$1.23M Sell
30,696
-51
-0.2% -$2.38K 0.33% 80
2024
Q3 		$1.68M Buy
30,747
+378
+1% +$20K 0.45% 66
2024
Q2 		$1.61M Sell
30,369
-60
-0.2% -$3.43K 0.5% 61
2024
Q1 		$1.76M Sell
30,429
-574
-2% -$31.7K 0.57% 57
2023
Q4 		$1.7M Buy
31,003
+1,920
+7% +$98.1K 0.61% 48
2023
Q3 		$1.5M Sell
29,083
-837
-3% -$44.9K 0.6% 48
2023
Q2 		$1.59M Sell
29,920
-96
-0.3% -$5.1K 0.62% 47
2023
Q1 		$1.65M Buy
30,016
+21
+0.1% +$1.18K 0.68% 42
2022
Q4 		$1.51M Buy
29,995
+623
+2% +$30.4K 0.69% 40
2022
Q3 		$1.29M Buy
29,372
+129
+0.4% +$6.54K 0.67% 46
2022
Q2 		$1.51M Sell
29,243
-46
-0.2% -$2.95K 0.68% 41
2022
Q1 		$1.87M Buy
+29,289
New +$1.77M 0.76% 28

Other funds holding DOW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Lantz Financial's DOW Position: Q3 2026 in Review

Lantz Financial sold out of Dow Inc (DOW) in Q3 2026, closing a stake of 37,264 shares — an estimated $1.02M sold.

Lantz Financial first reported a position in DOW in Q1 2022 and held it in 18 quarters. The position peaked at $1.87M in Q1 2022. 282 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Lantz Financial reported no remaining Dow Inc position as of Q3 2026 after selling out during the quarter.
  • Lantz Financial sold 37,264 Dow Inc shares in Q3 2026, an estimated $1.02M.
  • Lantz Financial first reported a position in Dow Inc in Q1 2022 and held it in 18 quarters.
  • Lantz Financial's Dow Inc position peaked at $1.87M in Q1 2022.
  • 282 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.