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Retirement Planning Company of New England’s Dow Inc DOW Stock Holding History

Retirement Planning Company of New England’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 		$691K Buy
25,271
+1,845
+8% +$67K 0.25% 111
2026
Q1 		$976K Sell
23,426
-431
-2% -$13.7K 0.4% 72
2025
Q4 		$558K Sell
23,857
-3,443
-13% -$79.2K 0.22% 116
2025
Q3 		$626K Buy
27,300
+3,024
+12% +$75.3K 0.25% 111
2025
Q2 		$643K Buy
24,276
+3,586
+17% +$104K 0.29% 101
2025
Q1 		$723K Buy
20,690
+5,269
+34% +$202K 0.36% 85
2024
Q4 		$619K Buy
15,421
+3,470
+29% +$162K 0.3% 102
2024
Q3 		$653K Sell
11,951
-91
-0.8% -$4.8K 0.33% 93
2024
Q2 		$639K Sell
12,042
-364
-3% -$20.8K 0.35% 85
2024
Q1 		$719K Sell
12,406
-7,052
-36% -$390K 0.39% 79
2023
Q4 		$1.07M Buy
19,458
+549
+3% +$28K 0.48% 62
2023
Q3 		$975K Buy
18,909
+2,256
+14% +$121K 0.54% 58
2023
Q2 		$887K Sell
16,653
-531
-3% -$28.2K 0.51% 61
2023
Q1 		$942K Sell
17,184
-62
-0.4% -$3.49K 0.57% 54
2022
Q4 		$869K Buy
17,246
+453
+3% +$22.1K 0.57% 56
2022
Q3 		$737K Buy
16,793
+928
+6% +$47K 0.53% 60
2022
Q2 		$818K Buy
15,865
+45
+0.3% +$2.88K 0.56% 59
2022
Q1 		$1.01M Buy
15,820
+662
+4% +$39.9K 0.57% 51
2021
Q4 		$859K Buy
+15,158
New +$864K 0.42% 61

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Retirement Planning Company of New England's DOW Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Dow Inc (DOW) stake by 7.9% in Q2 2026, buying an estimated $67K and bringing the position to 25,271 shares worth $691K. The position accounts for 0.25% of the portfolio, ranked #111.

Retirement Planning Company of New England first reported a position in DOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q4 2023. 783 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Retirement Planning Company of New England held 25,271 shares of Dow Inc worth $691K as of Q2 2026.
  • Retirement Planning Company of New England bought 1,845 Dow Inc shares in Q2 2026, an estimated $67K.
  • Dow Inc made up 0.25% of Retirement Planning Company of New England's portfolio in Q2 2026, its #111 holding.
  • Retirement Planning Company of New England first reported a position in Dow Inc in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Dow Inc position peaked at $1.07M in Q4 2023.
  • 783 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.