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Mowery & Schoenfeld Wealth Management’s Dow Inc DOW Stock Holding History

Mowery & Schoenfeld Wealth 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 		$84.9K Hold
3,102
– – 0.12% 100
2026
Q1 		$129K Sell
3,102
-101
-3% -$3.2K 0.2% 81
2025
Q4 		$74.9K Buy
3,203
+101
+3% +$2.32K 0.11% 110
2025
Q3 		$71.1K Hold
3,102
– – 0.12% 101
2025
Q2 		$82.1K Hold
3,102
– – 0.12% 90
2025
Q1 		$108K Sell
3,102
-114
-4% -$4.38K 0.21% 77
2024
Q4 		$129K Sell
3,216
-29
-0.9% -$1.35K 0.25% 58
2024
Q3 		$177K Buy
3,245
+143
+5% +$7.55K 0.28% 39
2024
Q2 		$165K Hold
3,102
– – 0.24% 42
2024
Q1 		$180K Hold
3,102
– – 0.35% 31
2023
Q4 		$170K Buy
+3,102
New +$158K 0.34% 39

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DOW Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Dow Inc (DOW) position steady in Q2 2026 at 3,102 shares worth $84.9K. The position accounts for 0.12% of the portfolio, ranked #100.

Mowery & Schoenfeld Wealth Management first reported a position in DOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $180K in Q1 2024. 690 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 3,102 shares of Dow Inc worth $84.9K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up 0.12% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Dow Inc in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Dow Inc position peaked at $180K in Q1 2024.
  • 690 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.