Loring Wolcott & Coolidge Fiduciary Advisors’s Dow Inc DOW Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$322K	Sell	11,778 -844	-7%	-$30.6K	﹤0.01%	277
2026 Q1	$492K	Sell	12,622 -246	-2%	-$7.8K	﹤0.01%	237
2025 Q4	$358K	Hold	12,868	–	–	﹤0.01%	268
2025 Q3	$315K	Sell	12,868 -1,610	-11%	-$40.1K	﹤0.01%	280
2025 Q2	$383K	Hold	14,478	–	–	﹤0.01%	228
2025 Q1	$420K	Sell	14,478 -3,846	-21%	-$148K	﹤0.01%	223
2024 Q4	$768K	Sell	18,324 -1,319	-7%	-$61.5K	0.01%	184
2024 Q3	$1M	Sell	19,643 -5,452	-22%	-$288K	0.01%	163
2024 Q2	$1.37M	Sell	25,095 -1,700	-6%	-$97.1K	0.01%	136
2024 Q1	$1.53M	Sell	26,795 -5,505	-17%	-$304K	0.02%	123
2023 Q4	$1.73M	Hold	32,300	–	–	0.02%	123
2023 Q3	$1.58M	Sell	32,300 -5,774	-15%	-$310K	0.02%	124
2023 Q2	$2.03M	Sell	38,074 -1,396	-4%	-$74.2K	0.02%	114
2023 Q1	$2.16M	Sell	39,470 -9	-0%	-$506	0.02%	111
2022 Q4	$1.99M	Hold	39,479	–	–	0.02%	109
2022 Q3	$1.73M	Sell	39,479 -385	-1%	-$19.5K	0.02%	113
2022 Q2	$2.06M	Sell	39,864 -5,975	-13%	-$383K	0.03%	111
2022 Q1	$2.92M	Sell	45,839 -3,305	-7%	-$199K	0.03%	106
2021 Q4	$2.79M	Buy	49,144 +9,610	+24%	+$548K	0.03%	108
2021 Q3	$2.28M	Sell	39,534 -13	-0%	-$796	0.02%	115
2021 Q2	$2.5M	Buy	39,547 +24,788	+168%	+$1.64M	0.03%	114
2021 Q1	$944K	Buy	14,759 +119	+0.8%	+$7.12K	0.01%	163
2020 Q4	$813K	Sell	14,640 -546	-4%	-$28.2K	0.01%	171
2020 Q3	$715K	Sell	15,186 -525	-3%	-$23.6K	0.01%	166
2020 Q2	$640K	Sell	15,711 -4,561	-22%	-$167K	0.01%	164
2020 Q1	$593K	Sell	20,272 -440	-2%	-$18.7K	0.01%	165
2019 Q4	$1.13M	Buy	20,712 +739	+4%	+$38.2K	0.02%	145
2019 Q3	$952K	Sell	19,973 -1,119	-5%	-$52.4K	0.01%	160
2019 Q2	$1.04M	Buy	+21,092	New	+$1.11M	0.02%	151

Other funds holding DOW

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DOW Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its Dow Inc (DOW) stake by 6.7% in Q2 2026, selling an estimated $30.6K and leaving 11,778 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.92M in Q1 2022. 629 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 11,778 shares of Dow Inc worth $322K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 844 Dow Inc shares in Q2 2026, an estimated $30.6K.
Dow Inc made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #277 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Dow Inc position peaked at $2.92M in Q1 2022.
629 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.