UCFA
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United Capital Financial Advisors’s Dow Inc DOW Stock Holding History

United Capital Financial 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
Q1 		$3.07M Buy
73,597
+18,429
+33% +$584K 0.02% 463
2025
Q4 		$1.29M Sell
55,168
-5,373
-9% -$124K 0.01% 654
2025
Q3 		$1.39M Buy
60,541
+19,155
+46% +$477K 0.01% 555
2025
Q2 		$1.1M Buy
41,386
+18,328
+79% +$533K 0.01% 565
2025
Q1 		$805K Buy
23,058
+605
+3% +$23.2K 0.01% 616
2024
Q4 		$901K Sell
22,453
-1,986
-8% -$92.7K 0.01% 577
2024
Q3 		$1.34M Sell
24,439
-2,485
-9% -$131K 0.01% 478
2024
Q2 		$1.43M Sell
26,924
-20,991
-44% -$1.2M 0.01% 461
2024
Q1 		$2.78M Sell
47,915
-2,128
-4% -$118K 0.02% 373
2023
Q4 		$2.74M Sell
50,043
-59,542
-54% -$3.04M 0.02% 368
2023
Q3 		$5.65M Sell
109,585
-9,350
-8% -$502K 0.04% 284
2023
Q2 		$6.33M Sell
118,935
-8,602
-7% -$457K 0.03% 285
2023
Q1 		$6.99M Sell
127,537
-11,350
-8% -$639K 0.04% 285
2022
Q4 		$7M Buy
138,887
+2,008
+1% +$98.1K 0.04% 291
2022
Q3 		$6.01M Buy
136,879
+1,804
+1% +$91.5K 0.04% 305
2022
Q2 		$6.97M Sell
135,075
-5,562
-4% -$356K 0.04% 297
2022
Q1 		$8.96M Sell
140,637
-6,431
-4% -$388K 0.04% 292
2021
Q4 		$8.34M Sell
147,068
-16,730
-10% -$954K 0.04% 299
2021
Q3 		$9.43M Sell
163,798
-21,106
-11% -$1.29M 0.05% 285
2021
Q2 		$11.7M Sell
184,904
-13,781
-7% -$910K 0.06% 252
2021
Q1 		$12.7M Sell
198,685
-13,931
-7% -$834K 0.07% 240
2020
Q4 		$11.8M Sell
212,616
-15,981
-7% -$825K 0.07% 239
2020
Q3 		$10.8M Sell
228,597
-8,305
-4% -$373K 0.07% 239
2020
Q2 		$9.66M Buy
236,902
+22,747
+11% +$833K 0.07% 258
2020
Q1 		$6.26M Buy
214,155
+21,389
+11% +$909K 0.05% 305
2019
Q4 		$10.6M Buy
192,766
+30,765
+19% +$1.59M 0.07% 307
2019
Q3 		$7.72M Sell
162,001
-16,809
-9% -$787K 0.05% 323
2019
Q2 		$8.82M Buy
+178,810
New +$9.44M 0.06% 314

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

United Capital Financial Advisors's DOW Position: Q1 2026 in Review

United Capital Financial Advisors increased its Dow Inc (DOW) stake by 33% in Q1 2026, buying an estimated $584K and bringing the position to 73,597 shares worth $3.07M. The position accounts for 0.02% of the portfolio, ranked #463.

United Capital Financial Advisors first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $12.7M in Q1 2021. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • United Capital Financial Advisors held 73,597 shares of Dow Inc worth $3.07M as of Q1 2026.
  • United Capital Financial Advisors bought 18,429 Dow Inc shares in Q1 2026, an estimated $584K.
  • Dow Inc made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #463 holding.
  • United Capital Financial Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • United Capital Financial Advisors's Dow Inc position peaked at $12.7M in Q1 2021.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.