UFPG
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United Financial Planning Group’s Dow Inc DOW Stock Holding History

United Financial Planning 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
-68
Closed -$1.59K – 513
2025
Q4 		$1.59K Buy
+68
New +$1.56K ﹤0.01% 344

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

United Financial Planning Group's DOW Position: Q1 2026 in Review

United Financial Planning Group sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 68 shares — an estimated $1.59K sold.

United Financial Planning Group first reported a position in DOW in Q4 2025 and held it in 1 quarter. The position peaked at $1.59K in Q4 2025. 1,315 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • United Financial Planning Group reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 68 Dow Inc shares in Q1 2026, an estimated $1.59K.
  • United Financial Planning Group first reported a position in Dow Inc in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Dow Inc position peaked at $1.59K in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.