Sigma Planning Corp
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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
Q3 		$274K Buy
9,979
+161
+2% +$4.79K 0.01% 1099
2026
Q2 		$269K Sell
9,818
-390
-4% -$14.2K 0.01% 1168
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

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Mitsubishi UFJ Asset Management
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Citigroup
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Auto-Owners Insurance
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Folger Nolan Fleming Douglas Capital Management
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sigma Planning Corp's DOW Position: Q3 2026 in Review

Sigma Planning Corp increased its Dow Inc (DOW) stake by 1.6% in Q3 2026, buying an estimated $4.79K and bringing the position to 9,979 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #1099.

Sigma Planning Corp first reported a position in DOW in Q2 2019 and has held it in 30 quarters since. The position peaked at $5.17M in Q1 2023. 559 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Sigma Planning Corp held 9,979 shares of Dow Inc worth $274K as of Q3 2026.
  • Sigma Planning Corp bought 161 Dow Inc shares in Q3 2026, an estimated $4.79K.
  • Dow Inc made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1099 holding.
  • Sigma Planning Corp first reported a position in Dow Inc in Q2 2019 and has held it in 30 quarters since.
  • Sigma Planning Corp's Dow Inc position peaked at $5.17M in Q1 2023.
  • 559 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.