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
2024 Q1	–	Sell	-600	Closed	-$33K	–	575
2023 Q4	$33K	Buy	+600	New	+$30.7K	﹤0.01%	430
2023 Q1	–	Sell	-5,700	Closed	-$287K	–	922
2022 Q4	$287K	Buy	+5,700	New	+$278K	0.01%	407
2022 Q1	–	Sell	-5,300	Closed	-$301K	–	1153
2021 Q4	$301K	Buy	5,300 +5,252	+10,942%	+$299K	0.01%	496
2021 Q3	$276K	Buy	+48	New	+$2.94K	0.02%	551
2021 Q1	–	Sell	-47	Closed	-$261K	–	605
2020 Q4	$261K	Buy	+47	New	+$2.43K	0.02%	480
2020 Q3	–	Sell	-109	Closed	-$444K	–	403
2020 Q2	$444K	Sell	109 -40	-27%	-$1.46K	0.06%	250
2020 Q1	$436K	Buy	+149	New	+$6.33K	0.08%	175

Other funds holding DOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.