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Miller Financial Services’s Dow Inc DOW Stock Holding History

Miller Financial Services’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 		$218K Sell
5,246
-8,197
-61% -$260K 0.24% 103
2025
Q4 		$314K Sell
13,443
-282
-2% -$6.48K 0.37% 78
2025
Q3 		$315K Buy
13,725
+31
+0.2% +$772 0.36% 76
2025
Q2 		$363K Buy
13,694
+7,472
+120% +$217K 0.46% 67
2025
Q1 		$217K Buy
+6,222
New +$239K 0.31% 81

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Miller Financial Services's DOW Position: Q1 2026 in Review

Miller Financial Services reduced its Dow Inc (DOW) stake by 61% in Q1 2026, selling an estimated $260K and leaving 5,246 shares worth $218K. The position accounts for 0.24% of the portfolio, ranked #103.

Miller Financial Services first reported a position in DOW in Q1 2025 and has held it in 5 quarters since. The position peaked at $363K in Q2 2025. 1,306 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Miller Financial Services held 5,246 shares of Dow Inc worth $218K as of Q1 2026.
  • Miller Financial Services sold 8,197 Dow Inc shares in Q1 2026, an estimated $260K.
  • Dow Inc made up 0.24% of Miller Financial Services's portfolio in Q1 2026, its #103 holding.
  • Miller Financial Services first reported a position in Dow Inc in Q1 2025 and has held it in 5 quarters since.
  • Miller Financial Services's Dow Inc position peaked at $363K in Q2 2025.
  • 1,306 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.