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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Summit Securities Group's DOW Position: Q3 2026 in Review

Summit Securities Group reduced its Dow Inc (DOW) stake by 88% in Q3 2026, selling an estimated $22.8K and leaving 100 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Summit Securities Group first reported a position in DOW in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.22M in Q3 2022. 852 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

Summit Securities Group held 100 shares of Dow Inc worth $2.75K as of Q3 2026.
Summit Securities Group sold 767 Dow Inc shares in Q3 2026, an estimated $22.8K.
Dow Inc made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #873 holding.
Summit Securities Group first reported a position in Dow Inc in Q4 2019 and has held it in 25 quarters since.
Summit Securities Group's Dow Inc position peaked at $1.22M in Q3 2022.
852 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.