EXENCIAL WEALTH ADVISORS, LLC

Position in DOW — Dow Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in DOW

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$228,908

-$14,554 QoQ

Shares Held

5,496

-21.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Basic Materials · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $1,745,153 across 2 Chemicals names. DOW ranks #2 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MEOH	Methanex Corp	25,466	$1,516,245
2	DOW	Dow Inc. This page	5,496	$228,908

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$228,908	5,496	-21.2%	Shares	Sole	2026-04-28
2025-03-31	$243,462	6,972	+1.3%	Shares	Sole	2025-05-09
2024-12-31	$276,295	6,885	-2.7%	Shares	Sole	2025-02-06
2024-09-30	$386,397	7,073	-2.5%	Shares	Sole	2024-10-31
2024-06-30	$384,930	7,256	+1.0%	Shares	Sole	2024-08-12
2024-03-31	$416,342	7,187	-12.7%	Shares	Sole	2024-05-10
2023-12-31	$451,278	8,229	+1.1%	Shares	Sole	2024-02-13
2023-09-30	$419,646	8,139	-1.1%	Shares	Sole	2023-11-08
2023-06-30	$438,329	8,230	+5.8%	Shares	Sole	2023-08-10
2023-03-31	$426,609	7,782	-0.6%	Shares	Sole	2023-05-02
2022-12-31	$394,402	7,827	+61.8%	Shares	Sole	2023-02-14
2022-09-30	$212,489	4,837	-6.2%	Shares	Sole	2022-11-08
2022-06-30	$265,997	5,154	+3.4%	Shares	Sole	2022-08-11
2022-03-31	$317,644	4,985	-5.8%	Shares	Sole	2022-05-12
2021-12-31	$300,105	5,291	+41.4%	Shares	Sole	2022-02-10
2021-09-30	$215,389	3,742	-40.4%	Shares	Sole	2021-11-04
2021-06-30	$397,398	6,280	+77.7%	Shares	Sole	2021-08-16
2021-03-31	$225,963	3,534	-81.9%	Shares	Sole	2021-05-06
2020-09-30	$916,298	19,475	+49.3%	Shares	Sole	2020-11-13
2020-06-30	$531,836	13,048	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.