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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Summit Securities Group's DOW Position: Q1 2026 in Review

Summit Securities Group increased its Dow Inc (DOW) stake by 179% in Q1 2026, buying an estimated $202K and bringing the position to 9,918 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #159.

Summit Securities Group first reported a position in DOW in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.22M in Q3 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Summit Securities Group held 9,918 shares of Dow Inc worth $413K as of Q1 2026.
  • Summit Securities Group bought 6,362 Dow Inc shares in Q1 2026, an estimated $202K.
  • Dow Inc made up 0.05% of Summit Securities Group's portfolio in Q1 2026, its #159 holding.
  • Summit Securities Group first reported a position in Dow Inc in Q4 2019 and has held it in 23 quarters since.
  • Summit Securities Group's Dow Inc position peaked at $1.22M in Q3 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.