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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
Q3 		$6K Hold
225
– – ﹤0.01% 201
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

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Ulland Investment Advisors's DOW Position: Q3 2026 in Review

Ulland Investment Advisors held its Dow Inc (DOW) position steady in Q3 2026 at 225 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Ulland Investment Advisors first reported a position in DOW in Q4 2021 and has held it in 20 quarters since. The position peaked at $43K in Q1 2022. 80 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Ulland Investment Advisors held 225 shares of Dow Inc worth $6K as of Q3 2026.
  • Ulland Investment Advisors left its Dow Inc share count unchanged in Q3 2026.
  • Dow Inc made up ﹤0.01% of Ulland Investment Advisors's portfolio in Q3 2026, its #201 holding.
  • Ulland Investment Advisors first reported a position in Dow Inc in Q4 2021 and has held it in 20 quarters since.
  • Ulland Investment Advisors's Dow Inc position peaked at $43K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Ulland Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.