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Summitry LLC’s Dow Inc DOW Stock Holding History

Summitry LLC’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 		– Sell
-6,188
Closed -$258K – 345
2026
Q1 		$258K Buy
+6,188
New +$196K 0.01% 240
2020
Q1 		– Sell
-41,027
Closed -$2.25M – 85
2019
Q4 		$2.25M Buy
41,027
+4,379
+12% +$226K 0.18% 52
2019
Q3 		$1.75M Buy
36,648
+3,054
+9% +$143K 0.14% 59
2019
Q2 		$1.66M Buy
+33,594
New +$1.77M 0.14% 57

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

Summitry LLC's DOW Position: Q2 2026 in Review

Summitry LLC sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 6,188 shares — an estimated $258K sold.

Summitry LLC first reported a position in DOW in Q2 2019 and held it in 4 quarters. The position peaked at $2.25M in Q4 2019. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Summitry LLC reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Summitry LLC sold 6,188 Dow Inc shares in Q2 2026, an estimated $258K.
  • Summitry LLC first reported a position in Dow Inc in Q2 2019 and held it in 4 quarters.
  • Summitry LLC's Dow Inc position peaked at $2.25M in Q4 2019.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.