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Sunbelt Securities’s Dow Inc DOW Stock Holding History

Sunbelt Securities’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 		$1.87M Buy
44,810
+557
+1% +$17.7K 0.12% 154
2025
Q4 		$1.03M Buy
44,253
+694
+2% +$16K 0.07% 240
2025
Q3 		$999K Sell
43,559
-3,473
-7% -$86.5K 0.07% 238
2025
Q2 		$1.89M Buy
47,032
+15,905
+51% +$463K 0.17% 110
2025
Q1 		$1.09M Sell
31,127
-15,905
-34% -$611K 0.1% 181
2024
Q4 		$1.85M Buy
47,032
+13,816
+42% +$645K 0.16% 113
2024
Q3 		$1.81M Sell
33,216
-4,451
-12% -$235K 0.18% 118
2024
Q2 		$2M Buy
37,667
+2,183
+6% +$125K 0.2% 96
2024
Q1 		$2.06M Buy
35,484
+770
+2% +$42.6K 0.23% 89
2023
Q4 		$1.9M Sell
34,714
-1,266
-4% -$64.7K 0.24% 93
2023
Q3 		$1.86M Sell
35,980
-1,508
-4% -$81K 0.26% 81
2023
Q2 		$2M Sell
37,488
-3,570
-9% -$190K 0.29% 73
2023
Q1 		$2.22M Buy
41,058
+1,592
+4% +$89.6K 0.36% 62
2022
Q4 		$1.99M Buy
39,466
+999
+3% +$48.8K 0.39% 63
2022
Q3 		$1.69M Buy
38,467
+1,319
+4% +$66.9K 0.36% 72
2022
Q2 		$1.92M Sell
37,148
-1,586
-4% -$102K 0.41% 58
2022
Q1 		$2.49M Sell
38,734
-25,239
-39% -$1.52M 0.46% 53
2021
Q4 		$3.91M Sell
63,973
-3,441
-5% -$196K 0.63% 38
2021
Q3 		$4.04M Hold
67,414
– – 0.73% 32
2021
Q2 		$4.04M Sell
67,414
-381
-0.6% -$25.2K 0.73% 32
2021
Q1 		$4.33M Buy
67,795
+10,010
+17% +$599K 0.85% 29
2020
Q4 		$3.21M Buy
57,785
+20,919
+57% +$1.08M 0.66% 38
2020
Q3 		$1.74M Buy
36,866
+138
+0.4% +$6.2K 0.48% 57
2020
Q2 		$1.5M Sell
36,728
-3,321
-8% -$122K 0.51% 54
2020
Q1 		$1.19M Sell
40,049
-32,668
-45% -$1.39M 0.05% 132
2019
Q4 		$3.98M Buy
72,717
+17,438
+32% +$901K 0.42% 51
2019
Q3 		$2.63M Buy
55,279
+45,306
+454% +$2.12M 0.3% 80
2019
Q2 		$492K Buy
+9,973
New +$526K 0.21% 135

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

Sunbelt Securities's DOW Position: Q1 2026 in Review

Sunbelt Securities increased its Dow Inc (DOW) stake by 1.3% in Q1 2026, buying an estimated $17.7K and bringing the position to 44,810 shares worth $1.87M. The position accounts for 0.12% of the portfolio, ranked #154.

Sunbelt Securities first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.33M in Q1 2021. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Sunbelt Securities held 44,810 shares of Dow Inc worth $1.87M as of Q1 2026.
  • Sunbelt Securities bought 557 Dow Inc shares in Q1 2026, an estimated $17.7K.
  • Dow Inc made up 0.12% of Sunbelt Securities's portfolio in Q1 2026, its #154 holding.
  • Sunbelt Securities first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • Sunbelt Securities's Dow Inc position peaked at $4.33M in Q1 2021.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.