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Plante Moran Financial Advisors’s Dow Inc DOW Stock Holding History

Plante Moran Financial Advisors’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 		$46K Sell
1,682
-10
-0.6% -$363 ﹤0.01% 364
2026
Q1 		$70.5K Buy
1,692
+18
+1% +$571 ﹤0.01% 273
2025
Q4 		$39.1K Hold
1,674
– – ﹤0.01% 359
2025
Q3 		$38.4K Buy
1,674
+498
+42% +$12.4K ﹤0.01% 376
2025
Q2 		$31.1K Sell
1,176
-300
-20% -$8.73K ﹤0.01% 419
2025
Q1 		$51.5K Sell
1,476
-713
-33% -$27.4K ﹤0.01% 327
2024
Q4 		$87.8K Buy
2,189
+34
+2% +$1.59K 0.01% 277
2024
Q3 		$118K Sell
2,155
-100
-4% -$5.28K 0.01% 254
2024
Q2 		$120K Buy
2,255
+25
+1% +$1.43K 0.01% 223
2024
Q1 		$129K Buy
2,230
+75
+3% +$4.14K 0.01% 216
2023
Q4 		$118K Hold
2,155
– – 0.01% 231
2023
Q3 		$111K Sell
2,155
-115
-5% -$6.17K 0.01% 217
2023
Q2 		$121K Buy
2,270
+115
+5% +$6.11K 0.01% 216
2023
Q1 		$118K Sell
2,155
-152
-7% -$8.55K 0.02% 210
2022
Q4 		$116K Buy
2,307
+1,305
+130% +$63.8K 0.02% 215
2022
Q3 		$44K Hold
1,002
– – 0.01% 328
2022
Q2 		$52K Buy
1,002
+23
+2% +$1.47K 0.01% 312
2022
Q1 		$62K Sell
979
-241
-20% -$14.5K 0.01% 300
2021
Q4 		$69K Sell
1,220
-167
-12% -$9.52K 0.01% 304
2021
Q3 		$80K Sell
1,387
-375
-21% -$23K 0.02% 299
2021
Q2 		$111K Buy
1,762
+466
+36% +$30.8K 0.03% 237
2021
Q1 		$83K Sell
1,296
-2,029
-61% -$121K 0.02% 276
2020
Q4 		$185K Buy
3,325
+2,600
+359% +$134K 0.06% 180
2020
Q3 		$34K Hold
725
– – 0.01% 386
2020
Q2 		$30K Sell
725
-303
-29% -$11.1K 0.01% 362
2020
Q1 		$30K Buy
1,028
+526
+105% +$22.4K 0.01% 328
2019
Q4 		$27K Sell
502
-555
-53% -$28.7K 0.01% 411
2019
Q3 		$50K Sell
1,057
-1,244
-54% -$58.2K 0.01% 336
2019
Q2 		$113K Buy
+2,301
New +$121K 0.03% 209

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

Plante Moran Financial Advisors's DOW Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Dow Inc (DOW) stake by 0.59% in Q2 2026, selling an estimated $363 and leaving 1,682 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Plante Moran Financial Advisors first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $185K in Q4 2020. 688 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Plante Moran Financial Advisors held 1,682 shares of Dow Inc worth $46K as of Q2 2026.
  • Plante Moran Financial Advisors sold 10 Dow Inc shares in Q2 2026, an estimated $363.
  • Dow Inc made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #364 holding.
  • Plante Moran Financial Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Plante Moran Financial Advisors's Dow Inc position peaked at $185K in Q4 2020.
  • 688 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.