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Sigma Planning Corp’s Dow Inc DOW Stock Holding History

Sigma Planning Corp’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 		$425K Sell
10,208
-2,475
-20% -$78.5K 0.01% 902
2025
Q4 		$297K Sell
12,683
-14,548
-53% -$334K 0.01% 1032
2025
Q3 		$624K Sell
27,231
-34,027
-56% -$848K 0.02% 721
2025
Q2 		$1.62M Sell
61,258
-7,471
-11% -$217K 0.05% 358
2025
Q1 		$2.4M Buy
68,729
+17,032
+33% +$654K 0.08% 251
2024
Q4 		$2.07M Buy
51,697
+8,974
+21% +$419K 0.07% 275
2024
Q3 		$2.33M Buy
42,723
+1,912
+5% +$101K 0.07% 257
2024
Q2 		$2.17M Sell
40,811
-2,678
-6% -$153K 0.07% 270
2024
Q1 		$2.52M Buy
43,489
+20,969
+93% +$1.16M 0.08% 250
2023
Q4 		$1.23M Sell
22,520
-20,263
-47% -$1.04M 0.1% 229
2023
Q3 		$2.21M Sell
42,783
-18,399
-30% -$988K 0.08% 255
2023
Q2 		$3.26M Sell
61,182
-33,053
-35% -$1.76M 0.12% 177
2023
Q1 		$5.17M Buy
94,235
+4,789
+5% +$269K 0.17% 127
2022
Q4 		$4.51M Buy
89,446
+12,673
+17% +$619K 0.16% 135
2022
Q3 		$3.37M Buy
76,773
+15,171
+25% +$769K 0.13% 170
2022
Q2 		$3.18M Sell
61,602
-5,045
-8% -$323K 0.11% 194
2022
Q1 		$4.25M Buy
66,647
+15,086
+29% +$910K 0.13% 164
2021
Q4 		$2.92M Sell
51,561
-22,221
-30% -$1.27M 0.08% 249
2021
Q3 		$4.25M Buy
73,782
+26,329
+55% +$1.61M 0.13% 172
2021
Q2 		$3M Buy
47,453
+4,093
+9% +$270K 0.09% 243
2021
Q1 		$2.77M Buy
43,360
+3,681
+9% +$220K 0.09% 252
2020
Q4 		$2.2M Buy
39,679
+334
+0.8% +$17.2K 0.07% 264
2020
Q3 		$1.85M Sell
39,345
-472
-1% -$21.2K 0.07% 256
2020
Q2 		$1.62M Buy
39,817
+3,115
+8% +$114K 0.07% 276
2020
Q1 		$1.07M Buy
36,702
+6,943
+23% +$295K 0.06% 298
2019
Q4 		$1.63M Sell
29,759
-655
-2% -$33.8K 0.07% 294
2019
Q3 		$1.45M Buy
30,414
+3,964
+15% +$186K 0.07% 290
2019
Q2 		$1.3M Buy
+26,450
New +$1.4M 0.07% 289

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

Sigma Planning Corp's DOW Position: Q1 2026 in Review

Sigma Planning Corp reduced its Dow Inc (DOW) stake by 20% in Q1 2026, selling an estimated $78.5K and leaving 10,208 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #902.

Sigma Planning Corp first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.17M in Q1 2023. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Sigma Planning Corp held 10,208 shares of Dow Inc worth $425K as of Q1 2026.
  • Sigma Planning Corp sold 2,475 Dow Inc shares in Q1 2026, an estimated $78.5K.
  • Dow Inc made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #902 holding.
  • Sigma Planning Corp first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • Sigma Planning Corp's Dow Inc position peaked at $5.17M in Q1 2023.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.