Ulland Investment Advisors’s Dow Inc DOW Stock Holding History

Ulland Investment 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 Q2	$6K	Hold	225	–	–	﹤0.01%	195
2026 Q1	$9K	Hold	225	–	–	0.01%	178
2025 Q4	$5K	Hold	225	–	–	﹤0.01%	184
2025 Q3	$5K	Hold	225	–	–	﹤0.01%	197
2025 Q2	$6K	Hold	225	–	–	﹤0.01%	181
2025 Q1	$8K	Hold	225	–	–	0.01%	183
2024 Q4	$9K	Hold	225	–	–	0.01%	179
2024 Q3	$12K	Hold	225	–	–	0.01%	162
2024 Q2	$12K	Hold	225	–	–	0.01%	167
2024 Q1	$13K	Hold	225	–	–	0.01%	170
2023 Q4	$12K	Hold	225	–	–	0.01%	158
2023 Q3	$12K	Hold	225	–	–	0.01%	167
2023 Q2	$12K	Hold	225	–	–	0.01%	162
2023 Q1	$12K	Hold	225	–	–	0.01%	149
2022 Q4	$11K	Sell	225 -450	-67%	-$22K	0.01%	156
2022 Q3	$30K	Hold	675	–	–	0.03%	111
2022 Q2	$35K	Hold	675	–	–	0.04%	110
2022 Q1	$43K	Hold	675	–	–	0.03%	113
2021 Q4	$38K	Buy	+675	New	+$38.5K	0.02%	114

Other funds holding DOW

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FNFDCM

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Ulland Investment Advisors's DOW Position: Q2 2026 in Review

Ulland Investment Advisors held its Dow Inc (DOW) position steady in Q2 2026 at 225 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Ulland Investment Advisors first reported a position in DOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $43K in Q1 2022. 642 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Ulland Investment Advisors held 225 shares of Dow Inc worth $6K as of Q2 2026.
Ulland Investment Advisors left its Dow Inc share count unchanged in Q2 2026.
Dow Inc made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #195 holding.
Ulland Investment Advisors first reported a position in Dow Inc in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Dow Inc position peaked at $43K in Q1 2022.
642 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.