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Recurrent Investment Advisors’s Dow Inc DOW Stock Holding History

Recurrent Investment 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
Q1 		$14M Buy
335,209
+119,293
+55% +$3.78M 0.84% 22
2025
Q4 		$5.05M Buy
215,916
+187,654
+664% +$4.31M 0.37% 28
2025
Q3 		$648K Hold
28,262
– – 0.05% 57
2025
Q2 		$748K Hold
28,262
– – 0.06% 55
2025
Q1 		$987K Buy
28,262
+1,481
+6% +$56.9K 0.08% 48
2024
Q4 		$1.07M Sell
26,781
-1,924
-7% -$89.8K 0.1% 43
2024
Q3 		$1.57M Sell
28,705
-2,027
-7% -$107K 0.16% 33
2024
Q2 		$1.63M Sell
30,732
-801
-3% -$45.8K 0.17% 33
2024
Q1 		$1.83M Buy
31,533
+6,000
+23% +$332K 0.21% 30
2023
Q4 		$1.4M Sell
25,533
-2,831
-10% -$145K 0.21% 30
2023
Q3 		$1.46M Buy
28,364
+29
+0.1% +$1.56K 0.21% 34
2023
Q2 		$1.51M Buy
28,335
+2,710
+11% +$144K 0.26% 37
2023
Q1 		$1.4M Buy
25,625
+6,600
+35% +$371K 0.28% 33
2022
Q4 		$959K Buy
19,025
+6,500
+52% +$318K 0.2% 37
2022
Q3 		$550K Buy
+12,525
New +$635K 0.15% 41

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Recurrent Investment Advisors's DOW Position: Q1 2026 in Review

Recurrent Investment Advisors increased its Dow Inc (DOW) stake by 55% in Q1 2026, buying an estimated $3.78M and bringing the position to 335,209 shares worth $14M. The position accounts for 0.84% of the portfolio, ranked #22.

Recurrent Investment Advisors first reported a position in DOW in Q3 2022 and has held it in 15 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Recurrent Investment Advisors held 335,209 shares of Dow Inc worth $14M as of Q1 2026.
  • Recurrent Investment Advisors bought 119,293 Dow Inc shares in Q1 2026, an estimated $3.78M.
  • Dow Inc made up 0.84% of Recurrent Investment Advisors's portfolio in Q1 2026, its #22 holding.
  • Recurrent Investment Advisors first reported a position in Dow Inc in Q3 2022 and has held it in 15 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.