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Symphony Financial’s Dow Inc DOW Stock Holding History

Symphony Financial’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
-5,087
Closed -$213K – 375
2026
Q1 		$213K Buy
+5,087
New +$161K 0.03% 296
2025
Q1 		– Sell
-6,962
Closed -$289K – 128
2024
Q4 		$289K Sell
6,962
-664
-9% -$31K 0.05% 182
2024
Q3 		$420K Sell
7,626
-3,056
-29% -$161K 0.07% 153
2024
Q2 		$566K Buy
10,682
+789
+8% +$45.1K 0.1% 128
2024
Q1 		$573K Sell
9,893
-648
-6% -$35.8K 0.13% 113
2023
Q4 		$560K Sell
10,541
-21
-0.2% -$1.07K 0.12% 127
2023
Q3 		$542K Sell
10,562
-59
-0.6% -$3.17K 0.13% 105
2023
Q2 		$565K Sell
10,621
-543
-5% -$28.9K 0.14% 116
2023
Q1 		$603K Sell
11,164
-3,278
-23% -$184K 0.16% 112
2022
Q4 		$756K Buy
14,442
+5,514
+62% +$269K 0.2% 98
2022
Q3 		$394K Buy
+8,928
New +$453K 0.13% 150

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

Symphony Financial's DOW Position: Q2 2026 in Review

Symphony Financial sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 5,087 shares — an estimated $213K sold.

Symphony Financial first reported a position in DOW in Q3 2022 and held it in 11 quarters. The position peaked at $756K in Q4 2022. 1,197 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Symphony Financial reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Symphony Financial sold 5,087 Dow Inc shares in Q2 2026, an estimated $213K.
  • Symphony Financial first reported a position in Dow Inc in Q3 2022 and held it in 11 quarters.
  • Symphony Financial's Dow Inc position peaked at $756K in Q4 2022.
  • 1,197 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.