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RAFFA WEALTH MANAGEMENT, LLC’s Dow Inc DOW Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$1.07K Sell
39
-134
-77% -$4.86K ﹤0.01% 1000
2026
Q1 		$7.21K Buy
173
+6
+4% +$190 ﹤0.01% 460
2025
Q4 		$3.9K Sell
167
-256
-61% -$5.88K ﹤0.01% 566
2025
Q3 		$9.7K Buy
423
+120
+40% +$2.99K ﹤0.01% 374
2025
Q2 		$8.02K Hold
303
– – ﹤0.01% 423
2025
Q1 		$10.6K Hold
303
– – ﹤0.01% 305
2024
Q4 		$12.2K Hold
303
– – ﹤0.01% 296
2024
Q3 		$16.6K Hold
303
– – ﹤0.01% 250
2024
Q2 		$16.1K Hold
303
– – ﹤0.01% 367
2024
Q1 		$17.6K Hold
303
– – 0.01% 332
2023
Q4 		$16.6K Hold
303
– – 0.01% 225
2023
Q3 		$15.6K Hold
303
– – 0.01% 219
2023
Q2 		$16.1K Hold
303
– – 0.01% 222
2023
Q1 		$16.6K Hold
303
– – 0.01% 234
2022
Q4 		$15.3K Hold
303
– – 0.01% 231
2022
Q3 		$13.3K Hold
303
– – 0.01% 240
2022
Q2 		$15.6K Hold
303
– – 0.01% 233
2022
Q1 		$19.3K Hold
303
– – 0.01% 219
2021
Q4 		$17.2K Sell
303
-13
-4% -$741 0.01% 233
2021
Q3 		$18.2K Hold
316
– – 0.01% 199
2021
Q2 		$20K Hold
316
– – 0.01% 193
2021
Q1 		$20.2K Buy
316
+14
+5% +$838 0.01% 194
2020
Q4 		$16.8K Hold
302
– – 0.01% 200
2020
Q3 		$14.2K Hold
302
– – 0.01% 204
2020
Q2 		$12.3K Hold
302
– – ﹤0.01% 209
2020
Q1 		$8.83K Hold
302
– – ﹤0.01% 217
2019
Q4 		$16.5K Hold
302
– – 0.01% 200
2019
Q3 		$14.4K Buy
+302
New +$14.1K 0.01% 210

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DOW Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Dow Inc (DOW) stake by 77% in Q2 2026, selling an estimated $4.86K and leaving 39 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DOW in Q3 2019 and has held it in 28 quarters since. The position peaked at $20.2K in Q1 2021. 412 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 39 shares of Dow Inc worth $1.07K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 134 Dow Inc shares in Q2 2026, an estimated $4.86K.
  • Dow Inc made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1000 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dow Inc in Q3 2019 and has held it in 28 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Dow Inc position peaked at $20.2K in Q1 2021.
  • 412 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.