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SlateStone Wealth’s Dow Inc DOW Stock Holding History

SlateStone Wealth’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 		$670K Buy
24,488
+10
+0% +$363 0.05% 207
2026
Q1 		$1.02M Buy
24,478
+4,180
+21% +$133K 0.08% 158
2025
Q4 		$475K Buy
20,298
+1,845
+10% +$42.4K 0.04% 220
2025
Q3 		$423K Buy
18,453
+1,667
+10% +$41.5K 0.04% 222
2025
Q2 		$444K Buy
16,786
+3,041
+22% +$88.5K 0.04% 219
2025
Q1 		$480K Buy
13,745
+953
+7% +$36.6K 0.05% 206
2024
Q4 		$513K Buy
12,792
+551
+5% +$25.7K 0.05% 204
2024
Q3 		$669K Buy
12,241
+940
+8% +$49.6K 0.06% 187
2024
Q2 		$600K Buy
11,301
+1,428
+14% +$81.6K 0.07% 188
2024
Q1 		$572K Buy
9,873
+727
+8% +$40.2K 0.06% 187
2023
Q4 		$502K Sell
9,146
-278
-3% -$14.2K 0.07% 165
2023
Q3 		$486K Buy
9,424
+811
+9% +$43.5K 0.07% 156
2023
Q2 		$459K Sell
8,613
-369
-4% -$19.6K 0.09% 144
2023
Q1 		$492K Buy
8,982
+3,592
+67% +$202K 0.1% 135
2022
Q4 		$272K Buy
+5,390
New +$263K 0.07% 164
2022
Q3 		– Sell
-4,037
Closed -$208K – 188
2022
Q2 		$208K Buy
+4,037
New +$259K 0.05% 177
2019
Q3 		– Sell
-7,093
Closed -$350K – 174
2019
Q2 		$350K Buy
+7,093
New +$374K 0.1% 130

Other funds holding DOW

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
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SlateStone Wealth's DOW Position: Q2 2026 in Review

SlateStone Wealth increased its Dow Inc (DOW) stake by 0.04% in Q2 2026, buying an estimated $363 and bringing the position to 24,488 shares worth $670K. The position accounts for 0.05% of the portfolio, ranked #207.

SlateStone Wealth first reported a position in DOW in Q2 2019 and has held it in 17 quarters since. The position peaked at $1.02M in Q1 2026. 262 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • SlateStone Wealth held 24,488 shares of Dow Inc worth $670K as of Q2 2026.
  • SlateStone Wealth bought 10 Dow Inc shares in Q2 2026, an estimated $363.
  • Dow Inc made up 0.05% of SlateStone Wealth's portfolio in Q2 2026, its #207 holding.
  • SlateStone Wealth first reported a position in Dow Inc in Q2 2019 and has held it in 17 quarters since.
  • SlateStone Wealth's Dow Inc position peaked at $1.02M in Q1 2026.
  • 262 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.