PDS Planning’s Dow Inc DOW Stock Holding History

PDS Planning’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	$238K	Buy	8,681 +3,715	+75%	+$135K	0.01%	512
2026 Q1	$207K	Buy	+4,966	New	+$157K	0.01%	514

Other funds holding DOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

PDS Planning's DOW Position: Q2 2026 in Review

PDS Planning increased its Dow Inc (DOW) stake by 75% in Q2 2026, buying an estimated $135K and bringing the position to 8,681 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #512.

PDS Planning first reported a position in DOW in Q1 2026 and has held it in 2 quarters since. 1,207 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

PDS Planning held 8,681 shares of Dow Inc worth $238K as of Q2 2026.
PDS Planning bought 3,715 Dow Inc shares in Q2 2026, an estimated $135K.
Dow Inc made up 0.01% of PDS Planning's portfolio in Q2 2026, its #512 holding.
PDS Planning first reported a position in Dow Inc in Q1 2026 and has held it in 2 quarters since.
1,207 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.