Planning Strategies Inc.’s Dow Inc DOW Stock Holding History

Planning Strategies Inc.’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	$1.86K	Buy	+68	New	+$2.47K	﹤0.01%	608

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 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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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 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

Planning Strategies Inc.'s DOW Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Dow Inc (DOW) in Q2 2026: 68 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings.

446 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Planning Strategies Inc. held 68 shares of Dow Inc worth $1.86K as of Q2 2026.
Dow Inc was a new Planning Strategies Inc. position in Q2 2026.
Dow Inc made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #608 holding.
446 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.