Valued Wealth Advisors’s Dow Inc DOW Stock Holding History

Valued Wealth 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	$301	Hold	11	–	–	﹤0.01%	870
2026 Q1	$459	Hold	11	–	–	﹤0.01%	671
2025 Q4	$258	Hold	11	–	–	﹤0.01%	583
2025 Q3	$253	Sell	11 -3	-21%	-$75	﹤0.01%	562
2025 Q2	$375	Sell	14 -31	-69%	-$902	﹤0.01%	540
2025 Q1	$1.58K	Sell	45 -26	-37%	-$998	﹤0.01%	433
2024 Q4	$2.86K	Sell	71 -95	-57%	-$4.43K	﹤0.01%	368
2024 Q3	$9.08K	Sell	166 -9	-5%	-$475	0.01%	223
2024 Q2	$9.29K	Buy	175 +19	+12%	+$1.08K	0.01%	208
2024 Q1	$9.04K	Buy	156 +59	+61%	+$3.26K	0.01%	192
2023 Q4	$5.02K	Buy	+97	New	+$4.96K	﹤0.01%	201

Other funds holding DOW

CIM

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

AOI

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

FNFDCM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Valued Wealth Advisors's DOW Position: Q2 2026 in Review

Valued Wealth Advisors held its Dow Inc (DOW) position steady in Q2 2026 at 11 shares worth $301. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Valued Wealth Advisors first reported a position in DOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.29K in Q2 2024. 333 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Valued Wealth Advisors held 11 shares of Dow Inc worth $301 as of Q2 2026.
Valued Wealth Advisors left its Dow Inc share count unchanged in Q2 2026.
Dow Inc made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #870 holding.
Valued Wealth Advisors first reported a position in Dow Inc in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Dow Inc position peaked at $9.29K in Q2 2024.
333 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.