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Summit Global Investments’s Dow Inc DOW Stock Holding History

Summit Global Investments’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
2025
Q3 		– Sell
-8,422
Closed -$223K – 483
2025
Q2 		$223K Sell
8,422
-2,527
-23% -$73.5K 0.01% 431
2025
Q1 		$382K Buy
+10,949
New +$420K 0.03% 331
2024
Q1 		– Sell
-5,300
Closed -$291K – 523
2023
Q4 		$291K Sell
5,300
-822
-13% -$42K 0.02% 439
2023
Q3 		$316K Buy
6,122
+419
+7% +$22.5K 0.02% 418
2023
Q2 		$304K Buy
5,703
+8
+0.1% +$425 0.02% 424
2023
Q1 		$312K Buy
5,695
+503
+10% +$28.3K 0.02% 418
2022
Q4 		$262K Sell
5,192
-263
-5% -$12.8K 0.02% 414
2022
Q3 		$240K Sell
5,455
-248,953
-98% -$12.6M 0.02% 424
2022
Q2 		$13.1M Buy
254,408
+190,484
+298% +$12.2M 1.16% 21
2022
Q1 		$4.07M Sell
63,924
-55,675
-47% -$3.36M 0.3% 87
2021
Q4 		$6.78M Buy
119,599
+42,005
+54% +$2.39M 0.44% 54
2021
Q3 		$4.47M Buy
+77,594
New +$4.75M 0.33% 69

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Global Investments's DOW Position: Q3 2025 in Review

Summit Global Investments sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 8,422 shares — an estimated $223K sold.

Summit Global Investments first reported a position in DOW in Q3 2021 and held it in 12 quarters. The position peaked at $13.1M in Q2 2022. 1,104 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Summit Global Investments reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 8,422 Dow Inc shares in Q3 2025, an estimated $223K.
  • Summit Global Investments first reported a position in Dow Inc in Q3 2021 and held it in 12 quarters.
  • Summit Global Investments's Dow Inc position peaked at $13.1M in Q2 2022.
  • 1,104 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.