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Valeo Financial Advisors’s Dow Inc DOW Stock Holding History

Valeo 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
Q3 		$270K Buy
9,805
+51
+0.5% +$1.52K 0.01% 671
2026
Q2 		$267K Buy
9,754
+697
+8% +$25.3K 0.01% 657
2026
Q1 		$377K Sell
9,057
-572
-6% -$18.1K 0.01% 474
2025
Q4 		$225K Sell
9,629
-4,931
-34% -$113K 0.01% 717
2025
Q3 		$334K Sell
14,560
-1,411
-9% -$35.2K 0.01% 576
2025
Q2 		$423K Buy
15,971
+2,782
+21% +$80.9K 0.01% 493
2025
Q1 		$461K Buy
13,189
+948
+8% +$36.4K 0.01% 429
2024
Q4 		$491K Sell
12,241
-3,113
-20% -$145K 0.01% 412
2024
Q3 		$839K Sell
15,354
-992
-6% -$52.4K 0.02% 290
2024
Q2 		$867K Sell
16,346
-267
-2% -$15.3K 0.03% 265
2024
Q1 		$947K Sell
16,613
-29
-0.2% -$1.6K 0.03% 248
2023
Q4 		$913K Buy
16,642
+924
+6% +$47.2K 0.04% 238
2023
Q3 		$810K Buy
15,718
+316
+2% +$17K 0.04% 238
2023
Q2 		$820K Buy
15,402
+410
+3% +$21.8K 0.04% 229
2023
Q1 		$822K Buy
14,992
+502
+3% +$28.2K 0.04% 242
2022
Q4 		$730K Buy
14,490
+1,639
+13% +$80.1K 0.04% 230
2022
Q3 		$565K Buy
12,851
+101
+0.8% +$5.12K 0.04% 240
2022
Q2 		$658K Sell
12,750
-18,582
-59% -$1.19M 0.04% 212
2022
Q1 		$2M Buy
31,332
+1,725
+6% +$104K 0.1% 120
2021
Q4 		$1.68M Buy
29,607
+2,466
+9% +$141K 0.09% 135
2021
Q3 		$1.56M Buy
27,141
+12,177
+81% +$745K 0.09% 138
2021
Q2 		$947K Buy
14,964
+2,275
+18% +$150K 0.06% 172
2021
Q1 		$811K Buy
12,689
+3,559
+39% +$213K 0.04% 202
2020
Q4 		$507K Sell
9,130
-967
-10% -$49.9K 0.03% 243
2020
Q3 		$475K Buy
10,097
+3,197
+46% +$144K 0.04% 195
2020
Q2 		$281K Sell
6,900
-5,643
-45% -$207K 0.03% 264
2020
Q1 		$458K Buy
12,543
+5,259
+72% +$224K 0.05% 184
2019
Q4 		$399K Buy
7,284
+336
+5% +$17.4K 0.04% 220
2019
Q3 		$331K Sell
6,948
-2,157
-24% -$101K 0.04% 217
2019
Q2 		$449K Buy
+9,105
New +$481K 0.05% 187

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
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
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Valeo Financial Advisors's DOW Position: Q3 2026 in Review

Valeo Financial Advisors increased its Dow Inc (DOW) stake by 0.52% in Q3 2026, buying an estimated $1.52K and bringing the position to 9,805 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #671.

Valeo Financial Advisors first reported a position in DOW in Q2 2019 and has held it in 30 quarters since. The position peaked at $2M in Q1 2022. 71 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Valeo Financial Advisors held 9,805 shares of Dow Inc worth $270K as of Q3 2026.
  • Valeo Financial Advisors bought 51 Dow Inc shares in Q3 2026, an estimated $1.52K.
  • Dow Inc made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #671 holding.
  • Valeo Financial Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 30 quarters since.
  • Valeo Financial Advisors's Dow Inc position peaked at $2M in Q1 2022.
  • 71 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.