LF
DOW icon

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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lantz Financial's DOW Position: Q2 2026 in Review

Lantz Financial reduced its Dow Inc (DOW) stake by 0.04% in Q2 2026, selling an estimated $544 and leaving 37,264 shares worth $1.02M. The position accounts for 0.19% of the portfolio, ranked #126.

Lantz Financial first reported a position in DOW in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.87M in Q1 2022. 231 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Lantz Financial held 37,264 shares of Dow Inc worth $1.02M as of Q2 2026.
  • Lantz Financial sold 15 Dow Inc shares in Q2 2026, an estimated $544.
  • Dow Inc made up 0.19% of Lantz Financial's portfolio in Q2 2026, its #126 holding.
  • Lantz Financial first reported a position in Dow Inc in Q1 2022 and has held it in 18 quarters since.
  • Lantz Financial's Dow Inc position peaked at $1.87M in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.