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 Q3	$302K	Sell	10,952 -443	-4%	-$13.2K	0.01%	317
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%	+$1.88K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Root Financial Partners's DOW Position: Q3 2026 in Review

Root Financial Partners reduced its Dow Inc (DOW) stake by 3.9% in Q3 2026, selling an estimated $13.2K and leaving 10,952 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #317.

Root Financial Partners first reported a position in DOW in Q3 2024 and has held it in 8 quarters since. The position peaked at $387K in Q1 2026. 712 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

Root Financial Partners held 10,952 shares of Dow Inc worth $302K as of Q3 2026.
Root Financial Partners sold 443 Dow Inc shares in Q3 2026, an estimated $13.2K.
Dow Inc made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #317 holding.
Root Financial Partners first reported a position in Dow Inc in Q3 2024 and has held it in 8 quarters since.
Root Financial Partners's Dow Inc position peaked at $387K in Q1 2026.
712 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.