MFG
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Merit Financial Group’s Dow Inc DOW Stock Holding History

Merit Financial Group’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 		$1.98M Sell
72,263
-12,275
-15% -$446K 0.01% 760
2026
Q1 		$3.52M Buy
84,538
+51,491
+156% +$1.63M 0.03% 496
2025
Q4 		$773K Sell
33,047
-2,820
-8% -$64.8K 0.01% 1057
2025
Q3 		$822K Sell
35,867
-2,004
-5% -$49.9K 0.01% 945
2025
Q2 		$1M Sell
37,871
-2,650
-7% -$77.1K 0.01% 788
2025
Q1 		$1.42M Buy
40,521
+20,180
+99% +$775K 0.02% 534
2024
Q4 		$816K Buy
20,341
+14,053
+223% +$656K 0.01% 554
2024
Q3 		$344K Sell
6,288
-10,993
-64% -$580K 0.01% 640
2024
Q2 		$917K Buy
17,281
+4,121
+31% +$235K 0.02% 439
2024
Q1 		$751K Buy
13,160
+2,123
+19% +$117K 0.02% 474
2023
Q4 		$605K Buy
11,037
+2,913
+36% +$149K 0.02% 446
2023
Q3 		$419K Buy
8,124
+1,743
+27% +$93.6K 0.01% 495
2023
Q2 		$340K Buy
6,381
+1,553
+32% +$82.5K 0.01% 564
2023
Q1 		$265K Sell
4,828
-2,286
-32% -$129K 0.01% 536
2022
Q4 		$358K Buy
7,114
+1,662
+30% +$81.2K 0.01% 496
2022
Q3 		$240K Sell
5,452
-755
-12% -$38.3K 0.01% 485
2022
Q2 		$320K Buy
6,207
+2,295
+59% +$147K 0.01% 435
2022
Q1 		$249K Buy
3,912
+118
+3% +$7.12K 0.02% 326
2021
Q4 		$215K Sell
3,794
-300
-7% -$17.1K 0.02% 259
2021
Q3 		$236K Hold
4,094
– – 0.02% 237
2021
Q2 		$259K Buy
+4,094
New +$270K 0.02% 225

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Merit Financial Group's DOW Position: Q2 2026 in Review

Merit Financial Group reduced its Dow Inc (DOW) stake by 15% in Q2 2026, selling an estimated $446K and leaving 72,263 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #760.

Merit Financial Group first reported a position in DOW in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.52M in Q1 2026. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Merit Financial Group held 72,263 shares of Dow Inc worth $1.98M as of Q2 2026.
  • Merit Financial Group sold 12,275 Dow Inc shares in Q2 2026, an estimated $446K.
  • Dow Inc made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #760 holding.
  • Merit Financial Group first reported a position in Dow Inc in Q2 2021 and has held it in 21 quarters since.
  • Merit Financial Group's Dow Inc position peaked at $3.52M in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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