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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
Q2 		$1.8M Buy
65,913
+12,916
+24% +$469K 0.02% 673
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 $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 Trail Advisors's DOW Position: Q2 2026 in Review

Summit Trail Advisors increased its Dow Inc (DOW) stake by 24% in Q2 2026, buying an estimated $469K and bringing the position to 65,913 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #673.

Summit Trail Advisors first reported a position in DOW in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.21M in Q1 2026. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Summit Trail Advisors held 65,913 shares of Dow Inc worth $1.8M as of Q2 2026.
  • Summit Trail Advisors bought 12,916 Dow Inc shares in Q2 2026, an estimated $469K.
  • Dow Inc made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #673 holding.
  • Summit Trail Advisors first reported a position in Dow Inc in Q1 2023 and has held it in 12 quarters since.
  • Summit Trail Advisors's Dow Inc position peaked at $2.21M in Q1 2026.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.