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AE Wealth Management’s Dow Inc DOW Stock Holding History

AE Wealth Management’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
2020
Q2 		– Sell
-400
Closed -$1K – 1277
2020
Q1 		$1K Buy
+400
New +$17K ﹤0.01% 1104

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AE Wealth Management's DOW Position: Q1 2026 in Review

AE Wealth Management reduced its Dow Inc (DOW) stake by 4.2% in Q1 2026, selling an estimated $30K and leaving 21,426 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

AE Wealth Management first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $26.8M in Q4 2023. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • AE Wealth Management held 21,426 shares of Dow Inc worth $892K as of Q1 2026.
  • AE Wealth Management sold 946 Dow Inc shares in Q1 2026, an estimated $30K.
  • Dow Inc made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #867 holding.
  • AE Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • AE Wealth Management's Dow Inc position peaked at $26.8M in Q4 2023.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.