4Wealth Advisors’s Dow Inc DOW Stock Holding History

4Wealth Advisors’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 Q1	–	Sell	-21,642	Closed	-$506K	–	145
2025 Q4	$506K	Buy	+21,642	New	+$498K	0.43%	78
2025 Q1	–	Sell	-6,956	Closed	-$279K	–	132
2024 Q4	$279K	Buy	+6,956	New	+$325K	0.28%	121

Other funds holding DOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

4Wealth Advisors's DOW Position: Q1 2026 in Review

4Wealth Advisors sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 21,642 shares — an estimated $506K sold.

4Wealth Advisors first reported a position in DOW in Q4 2024 and held it in 2 quarters. The position peaked at $506K in Q4 2025. 1,306 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

4Wealth Advisors reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
4Wealth Advisors sold 21,642 Dow Inc shares in Q1 2026, an estimated $506K.
4Wealth Advisors first reported a position in Dow Inc in Q4 2024 and held it in 2 quarters.
4Wealth Advisors's Dow Inc position peaked at $506K in Q4 2025.
1,306 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on 4Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.