LPL Financial
DOW icon

LPL Financial’s Dow Inc DOW Stock Holding History

LPL 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
Q3 		$27.2M Sell
988,677
-111,350
-10% -$3.31M 0.01% 1411
2026
Q2 		$30.1M Sell
1,100,027
-37,455
-3% -$1.36M 0.01% 1305
2026
Q1 		$47.4M Sell
1,137,482
-266,591
-19% -$8.45M 0.01% 946
2025
Q4 		$32.8M Buy
1,404,073
+263,912
+23% +$6.07M 0.01% 1088
2025
Q3 		$26.1M Sell
1,140,161
-36,647
-3% -$913K 0.01% 1191
2025
Q2 		$31.2M Buy
1,176,808
+120,185
+11% +$3.5M 0.01% 1001
2025
Q1 		$36.9M Buy
1,056,623
+80,701
+8% +$3.1M 0.01% 829
2024
Q4 		$39.2M Sell
975,922
-272,571
-22% -$12.7M 0.02% 766
2024
Q3 		$68.2M Buy
1,248,493
+59,995
+5% +$3.17M 0.03% 502
2024
Q2 		$63M Buy
1,188,498
+54,483
+5% +$3.11M 0.03% 490
2024
Q1 		$65.7M Sell
1,134,015
-103,644
-8% -$5.73M 0.04% 453
2023
Q4 		$67.9M Sell
1,237,659
-48,470
-4% -$2.48M 0.04% 406
2023
Q3 		$66.3M Buy
1,286,129
+46,651
+4% +$2.5M 0.05% 359
2023
Q2 		$66M Buy
1,239,478
+48,582
+4% +$2.58M 0.05% 348
2023
Q1 		$65.3M Buy
1,190,896
+96,330
+9% +$5.42M 0.05% 341
2022
Q4 		$55.2M Buy
1,094,566
+95,813
+10% +$4.68M 0.05% 370
2022
Q3 		$43.9M Buy
998,753
+59,463
+6% +$3.01M 0.04% 386
2022
Q2 		$48.5M Buy
939,290
+49,329
+6% +$3.16M 0.05% 355
2022
Q1 		$56.7M Buy
889,961
+174,671
+24% +$10.5M 0.05% 335
2021
Q4 		$40.6M Buy
715,290
+144,819
+25% +$8.26M 0.03% 415
2021
Q3 		$32.8M Buy
570,471
+17,664
+3% +$1.08M 0.03% 442
2021
Q2 		$35M Buy
552,807
+167,077
+43% +$11M 0.04% 409
2021
Q1 		$24.7M Buy
385,730
+52,958
+16% +$3.17M 0.03% 469
2020
Q4 		$18.5M Sell
332,772
-4,952
-1% -$256K 0.02% 502
2020
Q3 		$15.9M Sell
337,724
-53,427
-14% -$2.4M 0.02% 469
2020
Q2 		$15.9M Buy
391,151
+2,688
+0.7% +$98.4K 0.03% 436
2020
Q1 		$11.4M Buy
388,463
+129,108
+50% +$5.49M 0.02% 465
2019
Q4 		$14.2M Buy
259,355
+41,162
+19% +$2.13M 0.03% 461
2019
Q3 		$10.4M Buy
218,193
+30,791
+16% +$1.44M 0.02% 522
2019
Q2 		$9.24M Buy
+187,402
New +$9.9M 0.02% 546

Other funds holding DOW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

LPL Financial's DOW Position: Q3 2026 in Review

LPL Financial reduced its Dow Inc (DOW) stake by 10% in Q3 2026, selling an estimated $3.31M and leaving 988,677 shares worth $27.2M. The position accounts for 0.01% of the portfolio, ranked #1411.

LPL Financial first reported a position in DOW in Q2 2019 and has held it in 30 quarters since. The position peaked at $68.2M in Q3 2024. 616 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • LPL Financial held 988,677 shares of Dow Inc worth $27.2M as of Q3 2026.
  • LPL Financial sold 111,350 Dow Inc shares in Q3 2026, an estimated $3.31M.
  • Dow Inc made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1411 holding.
  • LPL Financial first reported a position in Dow Inc in Q2 2019 and has held it in 30 quarters since.
  • LPL Financial's Dow Inc position peaked at $68.2M in Q3 2024.
  • 616 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.