Mark Sheptoff Financial Planning’s Dow Inc DOW Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-463	Closed	-$10.8K	–	529
2025 Q4	$10.8K	Hold	463	–	–	0.01%	344
2025 Q3	$10.6K	Hold	463	–	–	0.01%	340
2025 Q2	$12.3K	Hold	463	–	–	0.01%	322
2025 Q1	$16.2K	Hold	463	–	–	0.01%	265
2024 Q4	$18.6K	Sell	463 -36	-7%	-$1.68K	0.01%	265
2024 Q3	$27.3K	Hold	499	–	–	0.01%	222
2024 Q2	$26.5K	Hold	499	–	–	0.01%	232
2024 Q1	$28.9K	Hold	499	–	–	0.02%	213
2023 Q4	$27.4K	Hold	499	–	–	0.02%	203
2023 Q3	$25.7K	Hold	499	–	–	0.02%	195
2023 Q2	$26.6K	Hold	499	–	–	0.02%	205
2023 Q1	$27.4K	Hold	499	–	–	0.02%	193
2022 Q4	$25.1K	Hold	499	–	–	0.01%	199
2022 Q3	$22K	Hold	499	–	–	0.01%	200
2022 Q2	$26K	Hold	499	–	–	0.01%	198
2022 Q1	$32K	Buy	499 +36	+8%	+$2.17K	0.02%	204
2021 Q4	$26K	Hold	463	–	–	0.01%	231
2021 Q3	$27K	Hold	463	–	–	0.01%	221
2021 Q2	$29K	Hold	463	–	–	0.02%	236
2021 Q1	$30K	Hold	463	–	–	0.02%	204
2020 Q4	$26K	Hold	463	–	–	0.01%	198
2020 Q3	$22K	Hold	463	–	–	0.01%	185
2020 Q2	$19K	Hold	463	–	–	0.01%	202
2020 Q1	$14K	Sell	463 -1,714	-79%	-$72.9K	0.01%	203
2019 Q4	$119K	Sell	2,177 -110	-5%	-$5.68K	0.07%	110
2019 Q3	$109K	Sell	2,287 -1,160	-34%	-$54.3K	0.07%	110
2019 Q2	$170K	Buy	+3,447	New	+$182K	0.12%	101

Other funds holding DOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mark Sheptoff Financial Planning's DOW Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 463 shares — an estimated $10.8K sold.

Mark Sheptoff Financial Planning first reported a position in DOW in Q2 2019 and held it in 27 quarters. The position peaked at $170K in Q2 2019. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 463 Dow Inc shares in Q1 2026, an estimated $10.8K.
Mark Sheptoff Financial Planning first reported a position in Dow Inc in Q2 2019 and held it in 27 quarters.
Mark Sheptoff Financial Planning's Dow Inc position peaked at $170K in Q2 2019.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.