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Sound Income Strategies’s Dow Inc DOW Stock Holding History

Sound Income Strategies’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 		$210K Sell
7,682
-190
-2% -$6.9K 0.01% 461
2026
Q1 		$320K Sell
7,872
-1,585
-17% -$50.3K 0.02% 313
2025
Q4 		$261K Sell
9,457
-294,264
-97% -$6.76M 0.01% 354
2025
Q3 		$6.71M Sell
303,721
-86,312
-22% -$2.15M 0.37% 75
2025
Q2 		$10.3M Buy
390,033
+18,536
+5% +$539K 0.59% 57
2025
Q1 		$13M Buy
371,497
+148,626
+67% +$5.71M 0.77% 45
2024
Q4 		$8.94M Buy
222,871
+15,863
+8% +$740K 0.55% 60
2024
Q3 		$11.3M Buy
207,008
+10,160
+5% +$536K 0.73% 50
2024
Q2 		$10.4M Buy
196,848
+12,044
+7% +$688K 0.65% 47
2024
Q1 		$10.7M Buy
184,804
+13,944
+8% +$771K 0.8% 39
2023
Q4 		$9.37M Buy
170,860
+12,413
+8% +$634K 0.78% 46
2023
Q3 		$8.17M Buy
158,447
+11,802
+8% +$634K 0.69% 45
2023
Q2 		$7.81M Buy
146,645
+10,563
+8% +$561K 0.8% 43
2023
Q1 		$7.46M Buy
136,082
+12,905
+10% +$726K 0.81% 43
2022
Q4 		$6.21M Buy
123,177
+11,390
+10% +$556K 0.79% 42
2022
Q3 		$4.91M Buy
111,787
+11,188
+11% +$567K 0.71% 41
2022
Q2 		$5.19M Buy
100,599
+8,854
+10% +$567K 0.69% 41
2022
Q1 		$5.85M Buy
91,745
+12,522
+16% +$755K 0.67% 40
2021
Q4 		$4.49M Buy
79,223
+4,465
+6% +$255K 0.53% 46
2021
Q3 		$4.3M Buy
74,758
+9,291
+14% +$569K 0.56% 40
2021
Q2 		$4.14M Buy
65,467
+14,978
+30% +$989K 0.6% 38
2021
Q1 		$3.23M Buy
50,489
+11,838
+31% +$708K 0.55% 41
2020
Q4 		$2.15M Buy
38,651
+9,846
+34% +$508K 0.47% 32
2020
Q3 		$1.35M Buy
28,805
+4,663
+19% +$209K 0.37% 36
2020
Q2 		$984K Buy
24,142
+12,420
+106% +$455K 0.29% 38
2020
Q1 		$343K Buy
11,722
+5,529
+89% +$235K 0.12% 50
2019
Q4 		$339K Sell
6,193
-302
-5% -$15.6K 0.09% 49
2019
Q3 		$309K Sell
6,495
-193
-3% -$9.03K 0.09% 47
2019
Q2 		$330K Buy
+6,688
New +$353K 0.11% 49

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sound Income Strategies's DOW Position: Q2 2026 in Review

Sound Income Strategies reduced its Dow Inc (DOW) stake by 2.4% in Q2 2026, selling an estimated $6.9K and leaving 7,682 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #461.

Sound Income Strategies first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $13M in Q1 2025. 797 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Sound Income Strategies held 7,682 shares of Dow Inc worth $210K as of Q2 2026.
  • Sound Income Strategies sold 190 Dow Inc shares in Q2 2026, an estimated $6.9K.
  • Dow Inc made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #461 holding.
  • Sound Income Strategies first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Sound Income Strategies's Dow Inc position peaked at $13M in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.