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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
Q2 		$371K Sell
13,556
-4,321
-24% -$157K ﹤0.01% 1220
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 $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

Summit Financial's DOW Position: Q2 2026 in Review

Summit Financial reduced its Dow Inc (DOW) stake by 24% in Q2 2026, selling an estimated $157K and leaving 13,556 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Summit Financial first reported a position in DOW in Q1 2022 and has held it in 18 quarters since. The position peaked at $745K in Q1 2026. 1,205 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Summit Financial held 13,556 shares of Dow Inc worth $371K as of Q2 2026.
  • Summit Financial sold 4,321 Dow Inc shares in Q2 2026, an estimated $157K.
  • Dow Inc made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1220 holding.
  • Summit Financial first reported a position in Dow Inc in Q1 2022 and has held it in 18 quarters since.
  • Summit Financial's Dow Inc position peaked at $745K in Q1 2026.
  • 1,205 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.