Dow shares owned by Creative Planning
Historical chart of Creative Planning investment in Dow
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All positions including Dow held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Dow by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $18M | 436k | 41.65 |
| 2025-12-31 | $5.8M | 246k | 23.38 |
| 2025-09-30 | $5.6M | 245k | 22.93 |
| 2025-06-30 | $6.0M | 225k | 26.48 |
| 2025-03-31 | $6.2M | 177k | 34.92 |
| 2024-12-31 | $7.0M | 175k | 40.13 |
| 2024-09-30 | $8.2M | 150k | 54.63 |
| 2024-06-30 | $8.2M | 155k | 53.05 |
| 2024-03-31 | $8.0M | 138k | 57.93 |
| 2023-12-31 | $7.2M | 132k | 54.84 |
| 2023-09-30 | $8.5M | 165k | 51.56 |
| 2023-06-30 | $7.5M | 141k | 53.26 |
| 2023-03-31 | $8.1M | 148k | 54.82 |
| 2022-12-31 | $7.0M | 139k | 50.39 |
| 2022-09-30 | $6.5M | 147k | 43.93 |
| 2022-06-30 | $6.3M | 123k | 51.61 |
| 2022-03-31 | $7.0M | 110k | 63.72 |
| 2021-12-31 | $5.8M | 103k | 56.72 |
| 2021-09-30 | $5.9M | 103k | 57.56 |
| 2021-06-30 | $6.4M | 101k | 63.28 |
| 2021-03-31 | $5.2M | 81k | 63.94 |
| 2020-12-31 | $4.7M | 84k | 55.50 |
| 2020-09-30 | $4.0M | 84k | 47.05 |
| 2020-06-30 | $3.3M | 80k | 40.76 |
| 2020-03-31 | $2.5M | 86k | 29.24 |
| 2019-12-31 | $6.0M | 110k | 54.73 |
| 2019-09-30 | $5.4M | 114k | 47.65 |
| 2019-06-30 | $5.4M | 109k | 49.31 |