XF
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XML Financial’s Dow Inc DOW Stock Holding History

XML Financial’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 		$289K Sell
10,551
-6,283
-37% -$228K 0.02% 379
2026
Q1 		$701K Sell
16,834
-3,043
-15% -$96.5K 0.06% 222
2025
Q4 		$465K Sell
19,877
-11,166
-36% -$257K 0.04% 271
2025
Q3 		$712K Sell
31,043
-16,805
-35% -$419K 0.06% 216
2025
Q2 		$1.27M Sell
47,848
-47,629
-50% -$1.39M 0.11% 159
2025
Q1 		$3.33M Buy
95,477
+4,953
+5% +$190K 0.31% 83
2024
Q4 		$3.63M Sell
90,524
-4,271
-5% -$199K 0.33% 78
2024
Q3 		$5.18M Sell
94,795
-1,141
-1% -$60.2K 0.48% 61
2024
Q2 		$5.09M Sell
95,936
-1,110
-1% -$63.4K 0.51% 56
2024
Q1 		$5.62M Sell
97,046
-19,170
-16% -$1.06M 0.58% 50
2023
Q4 		$6.37M Buy
116,216
+1,473
+1% +$75.3K 0.67% 48
2023
Q3 		$5.92M Sell
114,743
-867
-0.7% -$46.5K 0.71% 43
2023
Q2 		$6.16M Buy
115,610
+3,426
+3% +$182K 0.71% 42
2023
Q1 		$6.15M Buy
112,184
+2,792
+3% +$157K 0.75% 42
2022
Q4 		$5.51M Buy
109,392
+3,967
+4% +$194K 0.69% 46
2022
Q3 		$4.63M Buy
+105,425
New +$5.35M 0.64% 49
2022
Q2 		– Sell
-84,406
Closed -$5.38M – 260
2022
Q1 		$5.38M Buy
84,406
+3,317
+4% +$200K 0.64% 50
2021
Q4 		$4.6M Buy
81,089
+4,699
+6% +$268K 0.55% 57
2021
Q3 		$4.4M Buy
+76,390
New +$4.68M 0.59% 54

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

XML Financial's DOW Position: Q2 2026 in Review

XML Financial reduced its Dow Inc (DOW) stake by 37% in Q2 2026, selling an estimated $228K and leaving 10,551 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #379.

XML Financial first reported a position in DOW in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.37M in Q4 2023. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • XML Financial held 10,551 shares of Dow Inc worth $289K as of Q2 2026.
  • XML Financial sold 6,283 Dow Inc shares in Q2 2026, an estimated $228K.
  • Dow Inc made up 0.02% of XML Financial's portfolio in Q2 2026, its #379 holding.
  • XML Financial first reported a position in Dow Inc in Q3 2021 and has held it in 19 quarters since.
  • XML Financial's Dow Inc position peaked at $6.37M in Q4 2023.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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