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Summit Financial’s Dow Inc DOW Stock Holding History

Summit Financial’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 		$745K Buy
17,877
+1,928
+12% +$61.1K 0.01% 877
2025
Q4 		$373K Sell
15,949
-105
-0.7% -$2.41K 0.01% 992
2025
Q3 		$368K Buy
16,054
+3,131
+24% +$78K 0.01% 992
2025
Q2 		$342K Buy
12,923
+351
+3% +$10.2K 0.01% 653
2025
Q1 		$439K Sell
12,572
-1,061
-8% -$40.7K 0.01% 541
2024
Q4 		$547K Buy
13,633
+1,785
+15% +$83.3K 0.02% 431
2024
Q3 		$647K Sell
11,848
-952
-7% -$50.3K 0.03% 331
2024
Q2 		$679K Buy
12,800
+2,579
+25% +$147K 0.03% 279
2024
Q1 		$592K Buy
10,221
+120
+1% +$6.63K 0.04% 232
2023
Q4 		$554K Buy
10,101
+1,119
+12% +$57.2K 0.04% 234
2023
Q3 		$463K Buy
8,982
+187
+2% +$10K 0.03% 244
2023
Q2 		$468K Buy
8,795
+3,248
+59% +$173K 0.03% 233
2023
Q1 		$304K Sell
5,547
-2,386
-30% -$134K 0.03% 208
2022
Q4 		$400K Buy
7,933
+277
+4% +$13.5K 0.04% 187
2022
Q3 		$336K Buy
7,656
+3,710
+94% +$188K 0.03% 206
2022
Q2 		$204K Buy
3,946
+168
+4% +$10.8K 0.02% 225
2022
Q1 		$241K Buy
+3,778
New +$228K 0.02% 232

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Summit Financial's DOW Position: Q1 2026 in Review

Summit Financial increased its Dow Inc (DOW) stake by 12% in Q1 2026, buying an estimated $61.1K and bringing the position to 17,877 shares worth $745K. The position accounts for 0.01% of the portfolio, ranked #877.

Summit Financial first reported a position in DOW in Q1 2022 and has held it in 17 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Summit Financial held 17,877 shares of Dow Inc worth $745K as of Q1 2026.
  • Summit Financial bought 1,928 Dow Inc shares in Q1 2026, an estimated $61.1K.
  • Dow Inc made up 0.01% of Summit Financial's portfolio in Q1 2026, its #877 holding.
  • Summit Financial first reported a position in Dow Inc in Q1 2022 and has held it in 17 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.