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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
2023
Q1 		– Sell
-1,000
Closed -$50K – 921
2022
Q4 		$50K Buy
+1,000
New +$48.9K ﹤0.01% 714
2021
Q3 		– Sell
-180
Closed -$1.14M – 739
2021
Q2 		$1.14M Buy
+180
New +$11.9K 0.09% 225
2020
Q4 		– Sell
-106
Closed -$499K – 569
2020
Q3 		$499K Buy
106
+15
+16% +$674 0.05% 226
2020
Q2 		$371K Sell
91
-58
-39% -$2.12K 0.05% 285
2020
Q1 		$436K Buy
+149
New +$6.33K 0.08% 174

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. 1,203 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.
  • 1,203 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.