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Allworth Financial’s Dow Inc DOW Stock Holding History

Allworth Financial’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
Q2 		$1.44M Buy
52,493
+3,353
+7% +$122K 0.01% 616
2026
Q1 		$2.05M Buy
49,140
+16,753
+52% +$531K 0.01% 531
2025
Q4 		$757K Buy
32,387
+1,619
+5% +$37.2K ﹤0.01% 781
2025
Q3 		$706K Sell
30,768
-1,095
-3% -$27.3K ﹤0.01% 765
2025
Q2 		$844K Buy
31,863
+7,393
+30% +$215K ﹤0.01% 688
2025
Q1 		$728K Buy
24,470
+7,347
+43% +$282K ﹤0.01% 606
2024
Q4 		$699K Buy
17,123
+5,701
+50% +$266K ﹤0.01% 611
2024
Q3 		$624K Buy
11,422
+445
+4% +$23.5K ﹤0.01% 531
2024
Q2 		$592K Sell
10,977
-10,643
-49% -$608K ﹤0.01% 536
2024
Q1 		$1.25M Sell
21,620
-865
-4% -$47.8K 0.01% 375
2023
Q4 		$1.23M Buy
22,485
+6,591
+41% +$337K 0.01% 381
2023
Q3 		$819K Buy
15,894
+6,507
+69% +$349K 0.01% 401
2023
Q2 		$500K Buy
9,387
+1,839
+24% +$97.7K ﹤0.01% 505
2023
Q1 		$414K Sell
7,548
-27
-0.4% -$1.52K ﹤0.01% 505
2022
Q4 		$382K Sell
7,575
-2,143
-22% -$105K ﹤0.01% 508
2022
Q3 		$427K Buy
9,718
+785
+9% +$39.8K 0.01% 457
2022
Q2 		$461K Buy
8,933
+2,065
+30% +$132K 0.01% 409
2022
Q1 		$438K Buy
6,868
+780
+13% +$47K 0.01% 411
2021
Q4 		$345K Buy
6,088
+60
+1% +$3.42K ﹤0.01% 430
2021
Q3 		$347K Sell
6,028
-196
-3% -$12K 0.01% 376
2021
Q2 		$394K Sell
6,224
-1,470
-19% -$97.1K 0.01% 287
2021
Q1 		$492K Buy
7,694
+1,381
+22% +$82.6K 0.01% 243
2020
Q4 		$350K Sell
6,313
-124
-2% -$6.4K 0.01% 220
2020
Q3 		$303K Sell
6,437
-44
-0.7% -$1.98K 0.01% 198
2020
Q2 		$264K Buy
6,481
+4,275
+194% +$156K 0.01% 207
2020
Q1 		$64K Hold
2,206
– – ﹤0.01% 366
2019
Q4 		$121K Buy
2,206
+305
+16% +$15.8K ﹤0.01% 251
2019
Q3 		$91K Buy
1,901
+28
+1% +$1.31K ﹤0.01% 247
2019
Q2 		$92K Buy
+1,873
New +$98.9K ﹤0.01% 245

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

Allworth Financial's DOW Position: Q2 2026 in Review

Allworth Financial increased its Dow Inc (DOW) stake by 6.8% in Q2 2026, buying an estimated $122K and bringing the position to 52,493 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #616.

Allworth Financial first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.05M in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Allworth Financial held 52,493 shares of Dow Inc worth $1.44M as of Q2 2026.
  • Allworth Financial bought 3,353 Dow Inc shares in Q2 2026, an estimated $122K.
  • Dow Inc made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #616 holding.
  • Allworth Financial first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Allworth Financial's Dow Inc position peaked at $2.05M in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.