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LifeSteps Financial’s Dow Inc DOW Stock Holding History

LifeSteps 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 		$711 Buy
+26
New +$944 ﹤0.01% 747
2024
Q2 		– Sell
-367
Closed -$21.3K – 170
2024
Q1 		$21.3K Buy
+367
New +$20.3K 0.02% 225

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

LifeSteps Financial's DOW Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Dow Inc (DOW) in Q2 2026: 26 shares worth $711. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DOW as recently as Q1 2024.

LifeSteps Financial first reported a position in DOW in Q1 2024 and has held it in 2 quarters since. The position peaked at $21.3K in Q1 2024. 258 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • LifeSteps Financial held 26 shares of Dow Inc worth $711 as of Q2 2026.
  • Dow Inc was a new LifeSteps Financial position in Q2 2026.
  • Dow Inc made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #747 holding.
  • LifeSteps Financial first reported a position in Dow Inc in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Dow Inc position peaked at $21.3K in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.