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LRI Investments’s Dow Inc DOW Stock Holding History

LRI Investments’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 		$81K Buy
2,959
+55
+2% +$2K 0.01% 478
2026
Q1 		$121K Buy
2,904
+646
+29% +$20.5K 0.01% 384
2025
Q4 		$52.8K Buy
2,258
+414
+22% +$9.52K ﹤0.01% 536
2025
Q3 		$42.3K Sell
1,844
-2,815
-60% -$70.1K ﹤0.01% 590
2025
Q2 		$123K Buy
4,659
+1,145
+33% +$33.3K 0.01% 387
2025
Q1 		$123K Hold
3,514
– – 0.01% 373
2024
Q4 		$141K Sell
3,514
-500
-12% -$23.3K 0.01% 352
2024
Q3 		$179K Sell
4,014
-89
-2% -$4.7K 0.02% 303
2024
Q2 		$218K Buy
4,103
+463
+13% +$26.5K 0.02% 236
2024
Q1 		$211K Buy
+3,640
New +$201K 0.05% 132

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LRI Investments's DOW Position: Q2 2026 in Review

LRI Investments increased its Dow Inc (DOW) stake by 1.9% in Q2 2026, buying an estimated $2K and bringing the position to 2,959 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #478.

LRI Investments first reported a position in DOW in Q1 2024 and has held it in 10 quarters since. The position peaked at $218K in Q2 2024. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • LRI Investments held 2,959 shares of Dow Inc worth $81K as of Q2 2026.
  • LRI Investments bought 55 Dow Inc shares in Q2 2026, an estimated $2K.
  • Dow Inc made up 0.01% of LRI Investments's portfolio in Q2 2026, its #478 holding.
  • LRI Investments first reported a position in Dow Inc in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Dow Inc position peaked at $218K in Q2 2024.
  • 497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.