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Morningstar Investment Management’s Dow Inc DOW Stock Holding History

Morningstar Investment Management’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 		$3.91M Hold
93,763
– – 0.24% 98
2026
Q1 		$3.91M Buy
93,763
+5,298
+6% +$168K 0.24% 98
2025
Q4 		$2.07M Hold
88,465
– – 0.12% 162
2025
Q3 		$2.03M Buy
+88,465
New +$2.2M 0.07% 247

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morningstar Investment Management's DOW Position: Q2 2026 in Review

Morningstar Investment Management held its Dow Inc (DOW) position steady in Q2 2026 at 93,763 shares worth $3.91M. The position accounts for 0.24% of the portfolio, ranked #98.

Morningstar Investment Management first reported a position in DOW in Q3 2025 and has held it in 4 quarters since. 446 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Morningstar Investment Management held 93,763 shares of Dow Inc worth $3.91M as of Q2 2026.
  • Morningstar Investment Management left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up 0.24% of Morningstar Investment Management's portfolio in Q2 2026, its #98 holding.
  • Morningstar Investment Management first reported a position in Dow Inc in Q3 2025 and has held it in 4 quarters since.
  • 446 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.