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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
Q2 		$10M Buy
365,815
+30,606
+9% +$1.11M 0.62% 25
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Recurrent Investment Advisors's DOW Position: Q2 2026 in Review

Recurrent Investment Advisors increased its Dow Inc (DOW) stake by 9.1% in Q2 2026, buying an estimated $1.11M and bringing the position to 365,815 shares worth $10M. The position accounts for 0.62% of the portfolio, ranked #25.

Recurrent Investment Advisors first reported a position in DOW in Q3 2022 and has held it in 16 quarters since. The position peaked at $14M in Q1 2026. 1,204 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Recurrent Investment Advisors held 365,815 shares of Dow Inc worth $10M as of Q2 2026.
  • Recurrent Investment Advisors bought 30,606 Dow Inc shares in Q2 2026, an estimated $1.11M.
  • Dow Inc made up 0.62% of Recurrent Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Recurrent Investment Advisors first reported a position in Dow Inc in Q3 2022 and has held it in 16 quarters since.
  • Recurrent Investment Advisors's Dow Inc position peaked at $14M in Q1 2026.
  • 1,204 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.