LFAS
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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
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
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

Level Four Advisory Services's DOW Position: Q1 2026 in Review

Level Four Advisory Services opened a new position in Dow Inc (DOW) in Q1 2026: 7,972 shares worth $332K. The stake represents 0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in DOW as recently as Q3 2025.

Level Four Advisory Services first reported a position in DOW in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.45M in Q2 2021. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Level Four Advisory Services held 7,972 shares of Dow Inc worth $332K as of Q1 2026.
  • Dow Inc was a new Level Four Advisory Services position in Q1 2026.
  • Dow Inc made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #688 holding.
  • Level Four Advisory Services first reported a position in Dow Inc in Q2 2019 and has held it in 27 quarters since.
  • Level Four Advisory Services's Dow Inc position peaked at $1.45M in Q2 2021.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.