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Synergy Investment Management’s Dow Inc DOW Stock Holding History

Synergy Investment Management’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 		$7.72K Sell
281
-59
-17% -$2.14K ﹤0.01% 671
2026
Q1 		$14.2K Buy
+340
New +$10.8K ﹤0.01% 454
2025
Q2 		– Sell
-60
Closed -$2.1K – 203
2025
Q1 		$2.1K Sell
60
-19
-24% -$730 ﹤0.01% 541
2024
Q4 		$3.17K Buy
+79
New +$3.69K ﹤0.01% 529

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

Synergy Investment Management's DOW Position: Q2 2026 in Review

Synergy Investment Management reduced its Dow Inc (DOW) stake by 17% in Q2 2026, selling an estimated $2.14K and leaving 281 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Synergy Investment Management first reported a position in DOW in Q4 2024 and has held it in 4 quarters since. The position peaked at $14.2K in Q1 2026. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Synergy Investment Management held 281 shares of Dow Inc worth $7.72K as of Q2 2026.
  • Synergy Investment Management sold 59 Dow Inc shares in Q2 2026, an estimated $2.14K.
  • Dow Inc made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #671 holding.
  • Synergy Investment Management first reported a position in Dow Inc in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Dow Inc position peaked at $14.2K in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.