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 Q3	$1.76M	Sell	64,016 -4,427	-6%	-$132K	1.05%	31
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

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Orca Wealth Management's DOW Position: Q3 2026 in Review

Orca Wealth Management reduced its Dow Inc (DOW) stake by 6.5% in Q3 2026, selling an estimated $132K and leaving 64,016 shares worth $1.76M. The position accounts for 1.05% of the portfolio, ranked #31.

Orca Wealth Management first reported a position in DOW in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.86M in Q1 2026. 443 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

Orca Wealth Management held 64,016 shares of Dow Inc worth $1.76M as of Q3 2026.
Orca Wealth Management sold 4,427 Dow Inc shares in Q3 2026, an estimated $132K.
Dow Inc made up 1.05% of Orca Wealth Management's portfolio in Q3 2026, its #31 holding.
Orca Wealth Management first reported a position in Dow Inc in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's Dow Inc position peaked at $2.86M in Q1 2026.
443 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.