Orca Wealth Management’s Dow Inc DOW Stock Holding History

Orca 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	$1.87M	Sell	68,443 -249	-0.4%	-$9.04K	1.12%	29
2026 Q1	$2.86M	Sell	68,692 -85	-0.1%	-$2.7K	2.04%	16
2025 Q4	$2.12M	Buy	68,777 +2,501	+4%	+$57.5K	1.52%	24
2025 Q3	$1.52M	Buy	66,276 +91	+0.1%	+$2.27K	1.15%	32
2025 Q2	$1.75M	Buy	66,185 +2,253	+4%	+$65.5K	1.48%	23
2025 Q1	$2.23M	Buy	63,932 +728	+1%	+$28K	2%	15
2024 Q4	$2.54M	Buy	+63,204	New	+$2.95M	2.28%	14

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Orca Wealth Management's DOW Position: Q2 2026 in Review

Orca Wealth Management reduced its Dow Inc (DOW) stake by 0.36% in Q2 2026, selling an estimated $9.04K and leaving 68,443 shares worth $1.87M. The position accounts for 1.12% of the portfolio, ranked #29.

Orca Wealth Management first reported a position in DOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.86M in Q1 2026. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Orca Wealth Management held 68,443 shares of Dow Inc worth $1.87M as of Q2 2026.
Orca Wealth Management sold 249 Dow Inc shares in Q2 2026, an estimated $9.04K.
Dow Inc made up 1.12% of Orca Wealth Management's portfolio in Q2 2026, its #29 holding.
Orca Wealth Management first reported a position in Dow Inc in Q4 2024 and has held it in 7 quarters since.
Orca Wealth Management's Dow Inc position peaked at $2.86M in Q1 2026.
497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.