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Rothschild Investment LLC’s Dow Inc DOW Stock Holding History

Rothschild Investment LLC’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 		$2.1M Buy
76,685
+42,754
+126% +$1.55M 0.08% 240
2026
Q1 		$1.41M Buy
33,931
+16,038
+90% +$509K 0.07% 208
2025
Q4 		$418K Sell
17,893
-3,915
-18% -$90K 0.02% 408
2025
Q3 		$500K Sell
21,808
-1,982
-8% -$49.4K 0.03% 346
2025
Q2 		$630K Sell
23,790
-2,051
-8% -$59.7K 0.04% 290
2025
Q1 		$902K Sell
25,841
-8,105
-24% -$311K 0.06% 241
2024
Q4 		$1.36M Sell
33,946
-10,391
-23% -$485K 0.09% 193
2024
Q3 		$2.42M Buy
44,337
+281
+0.6% +$14.8K 0.16% 124
2024
Q2 		$2.34M Buy
44,056
+1,183
+3% +$67.6K 0.16% 123
2024
Q1 		$2.48M Sell
42,873
-852
-2% -$47.1K 0.18% 115
2023
Q4 		$2.4M Buy
43,725
+543
+1% +$27.7K 0.2% 108
2023
Q3 		$2.23M Buy
43,182
+1,714
+4% +$92K 0.19% 121
2023
Q2 		$2.21M Sell
41,468
-3,825
-8% -$203K 0.18% 121
2023
Q1 		$2.48M Sell
45,293
-172,705
-79% -$9.72M 0.22% 110
2022
Q4 		$11M Sell
217,998
-1,865
-0.8% -$91.1K 1.01% 22
2022
Q3 		$9.66M Buy
219,863
+15,507
+8% +$786K 0.96% 22
2022
Q2 		$10.5M Buy
204,356
+4,266
+2% +$273K 0.97% 21
2022
Q1 		$12.8M Buy
200,090
+1,411
+0.7% +$85.1K 1% 21
2021
Q4 		$11.3M Sell
198,679
-4,233
-2% -$241K 0.87% 29
2021
Q3 		$11.7M Buy
202,912
+2,270
+1% +$139K 0.98% 22
2021
Q2 		$12.7M Buy
200,642
+476
+0.2% +$31.4K 1.01% 20
2021
Q1 		$12.8M Sell
200,166
-3,239
-2% -$194K 1.1% 16
2020
Q4 		$11.3M Sell
203,405
-7,645
-4% -$395K 1.09% 16
2020
Q3 		$9.93M Buy
211,050
+16,911
+9% +$760K 1.08% 18
2020
Q2 		$7.91M Sell
194,139
-7,985
-4% -$292K 0.95% 24
2020
Q1 		$5.91M Buy
202,124
+9,914
+5% +$421K 0.77% 35
2019
Q4 		$10.5M Sell
192,210
-833
-0.4% -$43K 1.05% 20
2019
Q3 		$9.2M Buy
193,043
+44,272
+30% +$2.07M 1.07% 19
2019
Q2 		$7.34M Buy
+148,771
New +$7.85M 0.87% 35

Other funds holding DOW

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's DOW Position: Q2 2026 in Review

Rothschild Investment LLC increased its Dow Inc (DOW) stake by 126% in Q2 2026, buying an estimated $1.55M and bringing the position to 76,685 shares worth $2.1M. The position accounts for 0.08% of the portfolio, ranked #240.

Rothschild Investment LLC first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $12.8M in Q1 2021. 609 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Rothschild Investment LLC held 76,685 shares of Dow Inc worth $2.1M as of Q2 2026.
  • Rothschild Investment LLC bought 42,754 Dow Inc shares in Q2 2026, an estimated $1.55M.
  • Dow Inc made up 0.08% of Rothschild Investment LLC's portfolio in Q2 2026, its #240 holding.
  • Rothschild Investment LLC first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Rothschild Investment LLC's Dow Inc position peaked at $12.8M in Q1 2021.
  • 609 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.