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Summit Securities Group’s Dow Inc DOW Stock Holding History

Summit Securities Group’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 		$23.7K Sell
867
-9,051
-91% -$328K ﹤0.01% 689
2026
Q1 		$413K Buy
9,918
+6,362
+179% +$202K 0.05% 159
2025
Q4 		$83.1K Sell
3,556
-1,266
-26% -$29.1K 0.01% 506
2025
Q3 		$111K Sell
4,822
-3,884
-45% -$96.8K 0.02% 371
2025
Q2 		$231K Buy
8,706
+6,206
+248% +$181K 0.04% 244
2025
Q1 		$87.3K Sell
2,500
-100
-4% -$3.84K 0.01% 250
2024
Q4 		$104K Buy
2,600
+1,900
+271% +$88.7K 0.02% 228
2024
Q3 		$38K Sell
700
-200
-22% -$10.6K 0.01% 260
2024
Q2 		$48K Hold
900
– – 0.01% 302
2024
Q1 		$52K Sell
900
-600
-40% -$33.2K 0.01% 251
2023
Q4 		$82K Buy
+1,500
New +$76.6K 0.01% 356
2023
Q3 		– Sell
-1,213
Closed -$65K – 677
2023
Q2 		$65K Buy
1,213
+1,053
+658% +$56K 0.01% 357
2023
Q1 		$9K Sell
160
-9,782
-98% -$550K ﹤0.01% 691
2022
Q4 		$501K Sell
9,942
-17,844
-64% -$872K 0.02% 240
2022
Q3 		$1.22M Buy
27,786
+7,282
+36% +$369K 0.09% 146
2022
Q2 		$1.06M Buy
20,504
+8,404
+69% +$538K 0.13% 119
2022
Q1 		$771K Sell
12,100
-6,500
-35% -$392K 0.09% 172
2021
Q4 		$1.05M Buy
18,600
+1,748
+10% +$99.7K 0.05% 241
2021
Q3 		$970K Sell
16,852
-1,314
-7% -$80.4K 0.08% 269
2021
Q2 		$1.15M Buy
18,166
+11,066
+156% +$731K 0.1% 222
2021
Q1 		$454K Sell
7,100
-8,801
-55% -$527K 0.05% 341
2020
Q4 		$883K Buy
+15,901
New +$821K 0.07% 252
2020
Q3 		– Sell
-8,001
Closed -$359K – 402
2020
Q2 		$326K Buy
+8,001
New +$293K 0.04% 308
2020
Q1 		– Sell
-3,801
Closed -$162K – 335
2019
Q4 		$208K Buy
+3,801
New +$196K 0.02% 403

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 Securities Group's DOW Position: Q2 2026 in Review

Summit Securities Group reduced its Dow Inc (DOW) stake by 91% in Q2 2026, selling an estimated $328K and leaving 867 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Summit Securities Group first reported a position in DOW in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.22M in Q3 2022. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Summit Securities Group held 867 shares of Dow Inc worth $23.7K as of Q2 2026.
  • Summit Securities Group sold 9,051 Dow Inc shares in Q2 2026, an estimated $328K.
  • Dow Inc made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #689 holding.
  • Summit Securities Group first reported a position in Dow Inc in Q4 2019 and has held it in 24 quarters since.
  • Summit Securities Group's Dow Inc position peaked at $1.22M in Q3 2022.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.