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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 $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

AE Wealth Management's DOW Position: Q2 2026 in Review

AE Wealth Management increased its Dow Inc (DOW) stake by 4.4% in Q2 2026, buying an estimated $34.2K and bringing the position to 22,367 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

AE Wealth Management first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $26.8M in Q4 2023. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • AE Wealth Management held 22,367 shares of Dow Inc worth $612K as of Q2 2026.
  • AE Wealth Management bought 941 Dow Inc shares in Q2 2026, an estimated $34.2K.
  • Dow Inc made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1124 holding.
  • AE Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • AE Wealth Management's Dow Inc position peaked at $26.8M in Q4 2023.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.