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Sunrise Financial Services’s Dow Inc DOW Stock Holding History

Sunrise Financial Services’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 		$1.94K Hold
71
– – ﹤0.01% 400
2026
Q1 		$2.96K Hold
71
– – ﹤0.01% 345
2025
Q4 		$1.66K Buy
+71
New +$1.63K ﹤0.01% 393

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

Sunrise Financial Services's DOW Position: Q2 2026 in Review

Sunrise Financial Services held its Dow Inc (DOW) position steady in Q2 2026 at 71 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Sunrise Financial Services first reported a position in DOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.96K in Q1 2026. 1,201 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Sunrise Financial Services held 71 shares of Dow Inc worth $1.94K as of Q2 2026.
  • Sunrise Financial Services left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #400 holding.
  • Sunrise Financial Services first reported a position in Dow Inc in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Dow Inc position peaked at $2.96K in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.