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SteelPeak Wealth’s Dow Inc DOW Stock Holding History

SteelPeak 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
2024
Q3 		– Hold
0
– -$106K – 539
2024
Q2 		– Hold
0
– – – 496

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SteelPeak Wealth's DOW Position: Q2 2026 in Review

SteelPeak Wealth reduced its Dow Inc (DOW) stake by 10% in Q2 2026, selling an estimated $40.6K and leaving 9,566 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #559.

SteelPeak Wealth first reported a position in DOW in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.2M in Q2 2023. 577 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • SteelPeak Wealth held 9,566 shares of Dow Inc worth $262K as of Q2 2026.
  • SteelPeak Wealth sold 1,120 Dow Inc shares in Q2 2026, an estimated $40.6K.
  • Dow Inc made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #559 holding.
  • SteelPeak Wealth first reported a position in Dow Inc in Q4 2019 and has held it in 26 quarters since.
  • SteelPeak Wealth's Dow Inc position peaked at $14.2M in Q2 2023.
  • 577 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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