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Summit Place Financial Advisors’s Dow Inc DOW Stock Holding History

Summit Place Financial Advisors’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 		$1.4M Buy
51,000
+9,425
+23% +$342K 0.61% 59
2026
Q1 		$1.73M Buy
+41,575
New +$1.32M 0.83% 48
2022
Q3 		– Sell
-30,400
Closed -$1.57M – 89
2022
Q2 		$1.57M Buy
30,400
+400
+1% +$25.6K 1.32% 30
2022
Q1 		$1.91M Buy
+30,000
New +$1.81M 1.28% 31

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 Place Financial Advisors's DOW Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Dow Inc (DOW) stake by 23% in Q2 2026, buying an estimated $342K and bringing the position to 51,000 shares worth $1.4M. The position accounts for 0.61% of the portfolio, ranked #59.

Summit Place Financial Advisors first reported a position in DOW in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.91M in Q1 2022. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Summit Place Financial Advisors held 51,000 shares of Dow Inc worth $1.4M as of Q2 2026.
  • Summit Place Financial Advisors bought 9,425 Dow Inc shares in Q2 2026, an estimated $342K.
  • Dow Inc made up 0.61% of Summit Place Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • Summit Place Financial Advisors first reported a position in Dow Inc in Q1 2022 and has held it in 4 quarters since.
  • Summit Place Financial Advisors's Dow Inc position peaked at $1.91M in Q1 2022.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.