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Vision Financial Markets’s Dow Inc DOW Stock Holding History

Vision Financial Markets’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 		$19.2K Hold
700
– – 0.02% 199
2026
Q1 		$29.2K Hold
700
– – 0.03% 148
2025
Q4 		$16.4K Hold
700
– – 0.02% 185
2025
Q3 		$16.1K Hold
700
– – 0.01% 207
2025
Q2 		$18.5K Hold
700
– – 0.02% 189
2025
Q1 		$24.4K Buy
+700
New +$26.9K 0.03% 154

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vision Financial Markets's DOW Position: Q2 2026 in Review

Vision Financial Markets held its Dow Inc (DOW) position steady in Q2 2026 at 700 shares worth $19.2K. The position accounts for 0.02% of the portfolio, ranked #199.

Vision Financial Markets first reported a position in DOW in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.2K in Q1 2026. 433 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Vision Financial Markets held 700 shares of Dow Inc worth $19.2K as of Q2 2026.
  • Vision Financial Markets left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #199 holding.
  • Vision Financial Markets first reported a position in Dow Inc in Q1 2025 and has held it in 6 quarters since.
  • Vision Financial Markets's Dow Inc position peaked at $29.2K in Q1 2026.
  • 433 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.