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Root Financial Partners’s Dow Inc DOW Stock Holding History

Root Financial Partners’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 		$387K Buy
9,289
+3,720
+67% +$118K 0.02% 203
2025
Q4 		$130K Buy
5,569
+82
+1% +$1.89K 0.01% 383
2025
Q3 		$126K Buy
+5,487
New +$137K 0.01% 371
2025
Q2 		– Sell
-6,976
Closed -$244K – 257
2025
Q1 		$244K Sell
6,976
-1,409
-17% -$54.1K 0.03% 183
2024
Q4 		$336K Buy
8,385
+1,528
+22% +$71.3K 0.04% 144
2024
Q3 		$375K Buy
+6,857
New +$362K 0.06% 108

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

Root Financial Partners's DOW Position: Q1 2026 in Review

Root Financial Partners increased its Dow Inc (DOW) stake by 67% in Q1 2026, buying an estimated $118K and bringing the position to 9,289 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #203.

Root Financial Partners first reported a position in DOW in Q3 2024 and has held it in 6 quarters since. 1,306 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Root Financial Partners held 9,289 shares of Dow Inc worth $387K as of Q1 2026.
  • Root Financial Partners bought 3,720 Dow Inc shares in Q1 2026, an estimated $118K.
  • Dow Inc made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #203 holding.
  • Root Financial Partners first reported a position in Dow Inc in Q3 2024 and has held it in 6 quarters since.
  • 1,306 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.