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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
Q2 		$312K Buy
11,395
+2,106
+23% +$76.4K 0.01% 275
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 $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

Root Financial Partners's DOW Position: Q2 2026 in Review

Root Financial Partners increased its Dow Inc (DOW) stake by 23% in Q2 2026, buying an estimated $76.4K and bringing the position to 11,395 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #275.

Root Financial Partners first reported a position in DOW in Q3 2024 and has held it in 7 quarters since. The position peaked at $387K in Q1 2026. 1,204 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Root Financial Partners held 11,395 shares of Dow Inc worth $312K as of Q2 2026.
  • Root Financial Partners bought 2,106 Dow Inc shares in Q2 2026, an estimated $76.4K.
  • Dow Inc made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #275 holding.
  • Root Financial Partners first reported a position in Dow Inc in Q3 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Dow Inc position peaked at $387K in Q1 2026.
  • 1,204 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.