Level Four Advisory Services’s Dow Inc DOW Stock Holding History

Level Four Advisory Services’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	$212K	Sell	7,736 -236	-3%	-$8.56K	0.01%	882
2026 Q1	$332K	Buy	+7,972	New	+$253K	0.01%	688
2025 Q4	–	Sell	-8,842	Closed	-$203K	–	854
2025 Q3	$203K	Sell	8,842 -1,531	-15%	-$38.1K	0.01%	771
2025 Q2	$275K	Sell	10,373 -1,253	-11%	-$36.5K	0.01%	664
2025 Q1	$406K	Sell	11,626 -2,918	-20%	-$112K	0.02%	550
2024 Q4	$584K	Buy	14,544 +2,602	+22%	+$121K	0.02%	459
2024 Q3	$590K	Buy	11,942 +947	+9%	+$50K	0.02%	470
2024 Q2	$583K	Sell	10,995 -414	-4%	-$23.7K	0.03%	453
2024 Q1	$626K	Hold	11,409	–	–	0.03%	411
2023 Q4	$626K	Buy	11,409 +393	+4%	+$20.1K	0.04%	409
2023 Q3	$568K	Sell	11,016 -1,975	-15%	-$106K	0.04%	410
2023 Q2	$692K	Sell	12,991 -395	-3%	-$21K	0.04%	384
2023 Q1	$734K	Sell	13,386 -4,790	-26%	-$269K	0.05%	343
2022 Q4	$916K	Buy	18,176 +12,647	+229%	+$618K	0.07%	264
2022 Q3	$243K	Sell	5,529 -1,002	-15%	-$50.8K	0.02%	469
2022 Q2	$337K	Sell	6,531 -2,418	-27%	-$155K	0.03%	427
2022 Q1	$570K	Buy	8,949 +1,631	+22%	+$98.4K	0.04%	357
2021 Q4	$415K	Sell	7,318 -3,410	-32%	-$194K	0.03%	446
2021 Q3	$618K	Sell	10,728 -12,237	-53%	-$749K	0.06%	257
2021 Q2	$1.45M	Buy	22,965 +7,126	+45%	+$471K	0.1%	222
2021 Q1	$1.01M	Buy	15,839 +228	+1%	+$13.6K	0.08%	263
2020 Q4	$866K	Buy	15,611 +3,477	+29%	+$180K	0.07%	272
2020 Q3	$571K	Buy	12,134 +6	+0%	+$269	0.04%	326
2020 Q2	$495K	Sell	12,128 -588	-5%	-$21.5K	0.04%	365
2020 Q1	$367K	Sell	12,716 -852	-6%	-$36.2K	0.04%	351
2019 Q4	$744K	Buy	13,568 +2,392	+21%	+$124K	0.03%	320
2019 Q3	$532K	Sell	11,176 -4,661	-29%	-$218K	0.06%	312
2019 Q2	$779K	Buy	+15,837	New	+$836K	0.08%	238

Other funds holding DOW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Level Four Advisory Services's DOW Position: Q2 2026 in Review

Level Four Advisory Services reduced its Dow Inc (DOW) stake by 3% in Q2 2026, selling an estimated $8.56K and leaving 7,736 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #882.

Level Four Advisory Services first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.45M in Q2 2021. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Level Four Advisory Services held 7,736 shares of Dow Inc worth $212K as of Q2 2026.
Level Four Advisory Services sold 236 Dow Inc shares in Q2 2026, an estimated $8.56K.
Dow Inc made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #882 holding.
Level Four Advisory Services first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
Level Four Advisory Services's Dow Inc position peaked at $1.45M in Q2 2021.
1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.