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Summit Trail Advisors’s Dow Inc DOW Stock Holding History

Summit Trail Advisors’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
Q1 		$2.21M Sell
52,997
-27,991
-35% -$888K 0.03% 459
2025
Q4 		$1.89M Buy
80,988
+6,327
+8% +$145K 0.03% 437
2025
Q3 		$1.71M Buy
74,661
+62,690
+524% +$1.56M 0.02% 528
2025
Q2 		$317K Buy
+11,971
New +$348K 0.01% 902
2024
Q4 		– Sell
-22,914
Closed -$1.25M – 493
2024
Q3 		$1.25M Buy
22,914
+1,417
+7% +$74.8K 0.03% 228
2024
Q2 		$1.14M Buy
21,497
+5,931
+38% +$339K 0.03% 224
2024
Q1 		$902K Buy
15,566
+9,297
+148% +$514K 0.02% 232
2023
Q4 		$344K Buy
6,269
+546
+10% +$27.9K 0.01% 368
2023
Q3 		$295K Buy
5,723
+576
+11% +$30.9K 0.01% 377
2023
Q2 		$274K Buy
5,147
+927
+22% +$49.3K 0.01% 395
2023
Q1 		$231K Buy
+4,220
New +$237K 0.01% 365

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 Trail Advisors's DOW Position: Q1 2026 in Review

Summit Trail Advisors reduced its Dow Inc (DOW) stake by 35% in Q1 2026, selling an estimated $888K and leaving 52,997 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #459.

Summit Trail Advisors first reported a position in DOW in Q1 2023 and has held it in 11 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Summit Trail Advisors held 52,997 shares of Dow Inc worth $2.21M as of Q1 2026.
  • Summit Trail Advisors sold 27,991 Dow Inc shares in Q1 2026, an estimated $888K.
  • Dow Inc made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #459 holding.
  • Summit Trail Advisors first reported a position in Dow Inc in Q1 2023 and has held it in 11 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.