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Strategic Planning Inc’s Dow Inc DOW Stock Holding History

Strategic Planning Inc’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
Q1 		$21.6M Sell
518,674
-484,744
-48% -$15.4M 10.84% 2
2025
Q4 		$23.2M Buy
1,003,418
+491,921
+96% +$11.3M 12.52% 1
2025
Q3 		$11.7M Buy
511,497
+271,260
+113% +$6.76M 6.79% 4
2025
Q2 		$6.36M Buy
240,237
+1,015
+0.4% +$29.5K 3.81% 8
2025
Q1 		$8.35M Buy
+239,222
New +$9.19M 4.71% 7

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Strategic Planning Inc's DOW Position: Q1 2026 in Review

Strategic Planning Inc reduced its Dow Inc (DOW) stake by 48% in Q1 2026, selling an estimated $15.4M and leaving 518,674 shares worth $21.6M. The position accounts for 10.84% of the portfolio, ranked #2.

Strategic Planning Inc first reported a position in DOW in Q1 2025 and has held it in 5 quarters since. The position peaked at $23.2M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Strategic Planning Inc held 518,674 shares of Dow Inc worth $21.6M as of Q1 2026.
  • Strategic Planning Inc sold 484,744 Dow Inc shares in Q1 2026, an estimated $15.4M.
  • Dow Inc made up 10.84% of Strategic Planning Inc's portfolio in Q1 2026, its #2 holding.
  • Strategic Planning Inc first reported a position in Dow Inc in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's Dow Inc position peaked at $23.2M in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.