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Larson Financial Group’s Dow Inc DOW Stock Holding History

Larson Financial Group’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 		$467K Buy
11,212
+2,394
+27% +$75.9K 0.01% 497
2025
Q4 		$206K Sell
8,818
-176
-2% -$4.05K 0.01% 687
2025
Q3 		$206K Sell
8,994
-969
-10% -$24.1K 0.01% 685
2025
Q2 		$264K Sell
9,963
-617
-6% -$17.9K 0.01% 604
2025
Q1 		$369K Sell
10,580
-5,139
-33% -$197K 0.02% 473
2024
Q4 		$631K Buy
15,719
+13,859
+745% +$647K 0.03% 306
2024
Q3 		$102K Buy
1,860
+875
+89% +$46.2K 0.01% 727
2024
Q2 		$52.3K Sell
985
-2,293
-70% -$131K ﹤0.01% 801
2024
Q1 		$190K Buy
3,278
+1,784
+119% +$98.6K 0.01% 423
2023
Q4 		$81.9K Buy
1,494
+9
+0.6% +$460 0.01% 533
2023
Q3 		$76.6K Buy
1,485
+555
+60% +$29.8K 0.01% 505
2023
Q2 		$49.5K Sell
930
-57
-6% -$3.03K 0.01% 564
2023
Q1 		$54.1K Sell
987
-2,416
-71% -$136K 0.01% 537
2022
Q4 		$171K Buy
3,403
+270
+9% +$13.2K 0.02% 324
2022
Q3 		$138K Buy
3,133
+2,571
+457% +$130K 0.02% 316
2022
Q2 		$29K Sell
562
-33
-6% -$2.11K 0.01% 473
2022
Q1 		$38K Sell
595
-856
-59% -$51.6K 0.01% 420
2021
Q4 		$82K Sell
1,451
-222
-13% -$12.7K 0.01% 304
2021
Q3 		$96K Buy
1,673
+763
+84% +$46.7K 0.02% 213
2021
Q2 		$58K Sell
910
-10
-1% -$660 0.01% 253
2021
Q1 		$59K Buy
920
+69
+8% +$4.13K 0.02% 227
2020
Q4 		$47K Buy
851
+108
+15% +$5.58K 0.02% 230
2020
Q3 		$35K Sell
743
-81
-10% -$3.64K 0.01% 245
2020
Q2 		$34K Buy
824
+688
+506% +$25.2K 0.02% 224
2020
Q1 		$4K Buy
136
+3
+2% +$128 ﹤0.01% 384
2019
Q4 		$7K Buy
133
+40
+43% +$2.07K ﹤0.01% 330
2019
Q3 		$4K Buy
93
+34
+58% +$1.59K ﹤0.01% 378
2019
Q2 		$3K Buy
+59
New +$3.12K ﹤0.01% 351

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Larson Financial Group's DOW Position: Q1 2026 in Review

Larson Financial Group increased its Dow Inc (DOW) stake by 27% in Q1 2026, buying an estimated $75.9K and bringing the position to 11,212 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #497.

Larson Financial Group first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $631K in Q4 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Larson Financial Group held 11,212 shares of Dow Inc worth $467K as of Q1 2026.
  • Larson Financial Group bought 2,394 Dow Inc shares in Q1 2026, an estimated $75.9K.
  • Dow Inc made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #497 holding.
  • Larson Financial Group first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • Larson Financial Group's Dow Inc position peaked at $631K in Q4 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.