Turning Point Benefit Group’s Dow Inc DOW Stock Holding History

Turning Point Benefit Group’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	–	Sell	-9	Closed	-$210	–	288
2025 Q4	$210	Hold	9	–	–	﹤0.01%	758
2025 Q3	$207	Buy	+9	New	+$224	﹤0.01%	647

Other funds holding DOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Turning Point Benefit Group's DOW Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 9 shares — an estimated $210 sold.

Turning Point Benefit Group first reported a position in DOW in Q3 2025 and held it in 2 quarters. The position peaked at $210 in Q4 2025. 1,315 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Turning Point Benefit Group reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 9 Dow Inc shares in Q1 2026, an estimated $210.
Turning Point Benefit Group first reported a position in Dow Inc in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Dow Inc position peaked at $210 in Q4 2025.
1,315 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.