Trifecta Capital Advisors’s Dow Inc DOW Stock Holding History

Trifecta Capital Advisors’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 Q3	$11K	Hold	400	–	–	﹤0.01%	241
2026 Q2	$10.9K	Hold	400	–	–	﹤0.01%	253
2026 Q1	$16.7K	Hold	400	–	–	﹤0.01%	212
2025 Q4	$9.35K	Hold	400	–	–	﹤0.01%	227
2025 Q3	$9.17K	Hold	400	–	–	﹤0.01%	242
2025 Q2	$10.6K	Sell	400 -29	-7%	-$844	﹤0.01%	234
2025 Q1	$15K	Sell	429 -6	-1%	-$230	﹤0.01%	201
2024 Q4	$17.5K	Hold	435	–	–	﹤0.01%	193
2024 Q3	$23.8K	Sell	435 -25	-5%	-$1.32K	0.01%	181
2024 Q2	$24.4K	Hold	460	–	–	0.01%	174
2024 Q1	$26.6K	Hold	460	–	–	0.01%	162
2023 Q4	$25.2K	Hold	460	–	–	0.01%	164
2023 Q3	$23.7K	Buy	460 +25	+6%	+$1.34K	0.01%	172
2023 Q2	$23.2K	Hold	435	–	–	0.01%	177
2023 Q1	$23.8K	Hold	435	–	–	0.01%	177
2022 Q4	$21.9K	Buy	+435	New	+$21.3K	0.01%	170

Other funds holding DOW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Trifecta Capital Advisors's DOW Position: Q3 2026 in Review

Trifecta Capital Advisors held its Dow Inc (DOW) position steady in Q3 2026 at 400 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Trifecta Capital Advisors first reported a position in DOW in Q4 2022 and has held it in 16 quarters since. The position peaked at $26.6K in Q1 2024. 741 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

Trifecta Capital Advisors held 400 shares of Dow Inc worth $11K as of Q3 2026.
Trifecta Capital Advisors left its Dow Inc share count unchanged in Q3 2026.
Dow Inc made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #241 holding.
Trifecta Capital Advisors first reported a position in Dow Inc in Q4 2022 and has held it in 16 quarters since.
Trifecta Capital Advisors's Dow Inc position peaked at $26.6K in Q1 2024.
741 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.