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Montag & Associates’s Dow Inc DOW Stock Holding History

Montag & Associates’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 		$10.7K Hold
257
– – ﹤0.01% 749
2025
Q4 		$6.01K Hold
257
– – ﹤0.01% 804
2025
Q3 		$5.89K Hold
257
– – ﹤0.01% 809
2025
Q2 		$6.81K Sell
257
-481
-65% -$14K ﹤0.01% 780
2025
Q1 		$25.8K Hold
738
– – ﹤0.01% 699
2024
Q4 		$29.6K Buy
738
+300
+68% +$14K ﹤0.01% 674
2024
Q3 		$23.9K Sell
438
-360
-45% -$19K ﹤0.01% 709
2024
Q2 		$42.3K Buy
798
+360
+82% +$20.6K ﹤0.01% 615
2024
Q1 		$25.4K Sell
438
-42
-9% -$2.32K ﹤0.01% 676
2023
Q4 		$26.3K Hold
480
– – ﹤0.01% 667
2023
Q3 		$24.7K Hold
480
– – ﹤0.01% 647
2023
Q2 		$25.6K Hold
480
– – ﹤0.01% 652
2023
Q1 		$26.3K Hold
480
– – ﹤0.01% 641
2022
Q4 		$24.2K Sell
480
-301
-39% -$14.7K ﹤0.01% 641
2022
Q3 		$34K Hold
781
– – ﹤0.01% 591
2022
Q2 		$40K Buy
781
+257
+49% +$16.5K ﹤0.01% 558
2022
Q1 		$33K Hold
524
– – ﹤0.01% 613
2021
Q4 		$30K Sell
524
-123
-19% -$7.01K ﹤0.01% 637
2021
Q3 		$37K Hold
647
– – ﹤0.01% 597
2021
Q2 		$41K Sell
647
-300
-32% -$19.8K ﹤0.01% 578
2021
Q1 		$61K Buy
947
+42
+5% +$2.51K ﹤0.01% 533
2020
Q4 		$50K Buy
+905
New +$46.7K ﹤0.01% 537

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

Montag & Associates's DOW Position: Q1 2026 in Review

Montag & Associates held its Dow Inc (DOW) position steady in Q1 2026 at 257 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Montag & Associates first reported a position in DOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $61K in Q1 2021. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Montag & Associates held 257 shares of Dow Inc worth $10.7K as of Q1 2026.
  • Montag & Associates left its Dow Inc share count unchanged in Q1 2026.
  • Dow Inc made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #749 holding.
  • Montag & Associates first reported a position in Dow Inc in Q4 2020 and has held it in 22 quarters since.
  • Montag & Associates's Dow Inc position peaked at $61K in Q1 2021.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.