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Sowell Financial Services’s Dow Inc DOW Stock Holding History

Sowell Financial Services’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 		$2.31M Buy
84,350
+755
+0.9% +$27.4K 0.08% 284
2026
Q1 		$3.48M Buy
83,595
+1,492
+2% +$47.3K 0.13% 172
2025
Q4 		$1.92M Buy
82,103
+1,732
+2% +$39.8K 0.07% 289
2025
Q3 		$1.84M Sell
80,371
-7,545
-9% -$188K 0.07% 300
2025
Q2 		$2.33M Sell
87,916
-15,761
-15% -$458K 0.09% 219
2025
Q1 		$3.62M Buy
103,677
+2,107
+2% +$80.9K 0.16% 130
2024
Q4 		$4.08M Buy
101,570
+26,389
+35% +$1.23M 0.21% 111
2024
Q3 		$4.11M Sell
75,181
-790
-1% -$41.7K 0.19% 123
2024
Q2 		$4.03M Sell
75,971
-1,759
-2% -$100K 0.19% 126
2024
Q1 		$4.5M Sell
77,730
-2,385
-3% -$132K 0.21% 117
2023
Q4 		$4.39M Buy
80,115
+43
+0.1% +$2.2K 0.24% 112
2023
Q3 		$4.13M Buy
80,072
+1,278
+2% +$68.6K 0.26% 102
2023
Q2 		$4.2M Buy
78,794
+10,396
+15% +$553K 0.23% 103
2023
Q1 		$3.75M Sell
68,398
-14,483
-17% -$815K 0.29% 77
2022
Q4 		$4.18M Buy
82,881
+8,313
+11% +$406K 0.27% 97
2022
Q3 		$3.28M Sell
74,568
-5,927
-7% -$301K 0.33% 86
2022
Q2 		$4.15M Buy
80,495
+70,160
+679% +$4.49M 0.38% 62
2022
Q1 		$678K Sell
10,335
-33,957
-77% -$2.05M 0.12% 118
2021
Q4 		$2.51M Sell
44,292
-20,544
-32% -$1.17M 0.14% 162
2021
Q3 		$3.73M Buy
64,836
+2,899
+5% +$177K 0.25% 100
2021
Q2 		$3.92M Sell
61,937
-55,714
-47% -$3.68M 0.26% 106
2021
Q1 		$8.12M Buy
117,651
+2,598
+2% +$155K 0.28% 78
2020
Q4 		$6.38M Sell
115,053
-3,227
-3% -$167K 0.27% 78
2020
Q3 		$5.57M Buy
118,280
+9,508
+9% +$427K 0.28% 82
2020
Q2 		$4.43M Buy
108,772
+16,526
+18% +$605K 0.24% 93
2020
Q1 		$2.7M Buy
92,246
+36,203
+65% +$1.54M 0.2% 118
2019
Q4 		$3.07M Buy
56,043
+13,919
+33% +$719K 0.23% 90
2019
Q3 		$2.01M Buy
+42,124
New +$1.97M 0.17% 131

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Sowell Financial Services's DOW Position: Q2 2026 in Review

Sowell Financial Services increased its Dow Inc (DOW) stake by 0.9% in Q2 2026, buying an estimated $27.4K and bringing the position to 84,350 shares worth $2.31M. The position accounts for 0.08% of the portfolio, ranked #284.

Sowell Financial Services first reported a position in DOW in Q3 2019 and has held it in 28 quarters since. The position peaked at $8.12M in Q1 2021. 1,201 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Sowell Financial Services held 84,350 shares of Dow Inc worth $2.31M as of Q2 2026.
  • Sowell Financial Services bought 755 Dow Inc shares in Q2 2026, an estimated $27.4K.
  • Dow Inc made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #284 holding.
  • Sowell Financial Services first reported a position in Dow Inc in Q3 2019 and has held it in 28 quarters since.
  • Sowell Financial Services's Dow Inc position peaked at $8.12M in Q1 2021.
  • 1,201 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.