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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
Q2 		– Sell
-5,246
Closed -$218K – 144
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 $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

Miller Financial Services's DOW Position: Q2 2026 in Review

Miller Financial Services sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 5,246 shares — an estimated $218K sold.

Miller Financial Services first reported a position in DOW in Q1 2025 and held it in 5 quarters. The position peaked at $363K in Q2 2025. 1,204 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Miller Financial Services reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Miller Financial Services sold 5,246 Dow Inc shares in Q2 2026, an estimated $218K.
  • Miller Financial Services first reported a position in Dow Inc in Q1 2025 and held it in 5 quarters.
  • Miller Financial Services's Dow Inc position peaked at $363K in Q2 2025.
  • 1,204 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.