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WealthPlan Investment Management’s Dow Inc DOW Stock Holding History

WealthPlan Investment Management’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 		$204K Sell
7,460
-178
-2% -$6.46K 0.01% 461
2026
Q1 		$318K Buy
+7,638
New +$242K 0.02% 378
2025
Q3 		– Sell
-7,942
Closed -$210K – 345
2025
Q2 		$210K Buy
7,942
+31
+0.4% +$902 0.02% 331
2025
Q1 		$276K Buy
7,911
+52
+0.7% +$2K 0.03% 230
2024
Q4 		$315K Sell
7,859
-1,817
-19% -$84.8K 0.03% 213
2024
Q3 		$529K Buy
9,676
+2
+0% +$106 0.05% 157
2024
Q2 		$513K Buy
9,674
+1,001
+12% +$57.2K 0.08% 120
2024
Q1 		$502K Buy
8,673
+8
+0.1% +$442 0.08% 123
2023
Q4 		$475K Buy
8,665
+2
+0% +$102 0.08% 125
2023
Q3 		$447K Buy
8,663
+7,821
+929% +$420K 0.08% 117
2023
Q2 		$44.8K Sell
842
-7,679
-90% -$408K 0.01% 202
2023
Q1 		$467K Sell
8,521
-2,490
-23% -$140K 0.08% 119
2022
Q4 		$664K Buy
11,011
+112
+1% +$5.47K 0.05% 218
2022
Q3 		$553K Buy
+10,899
New +$553K 0.04% 232
2022
Q1 		$626K Buy
+9,411
New +$568K 0.04% 224

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

WealthPlan Investment Management's DOW Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Dow Inc (DOW) stake by 2.3% in Q2 2026, selling an estimated $6.46K and leaving 7,460 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #461.

WealthPlan Investment Management first reported a position in DOW in Q1 2022 and has held it in 15 quarters since. The position peaked at $664K in Q4 2022. 412 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • WealthPlan Investment Management held 7,460 shares of Dow Inc worth $204K as of Q2 2026.
  • WealthPlan Investment Management sold 178 Dow Inc shares in Q2 2026, an estimated $6.46K.
  • Dow Inc made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #461 holding.
  • WealthPlan Investment Management first reported a position in Dow Inc in Q1 2022 and has held it in 15 quarters since.
  • WealthPlan Investment Management's Dow Inc position peaked at $664K in Q4 2022.
  • 412 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.