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Arkadios Wealth Advisors’s Dow Inc DOW Stock Holding History

Arkadios Wealth 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 		$722K Sell
17,330
-277
-2% -$8.78K 0.01% 940
2025
Q4 		$412K Sell
17,607
-5,225
-23% -$120K 0.01% 1102
2025
Q3 		$524K Sell
22,832
-29,079
-56% -$724K 0.01% 914
2025
Q2 		$1.37M Sell
51,911
-1,678
-3% -$48.8K 0.04% 449
2025
Q1 		$1.87M Buy
53,589
+24,425
+84% +$938K 0.07% 299
2024
Q4 		$1.17M Sell
29,164
-2,912
-9% -$136K 0.06% 298
2024
Q3 		$1.75M Sell
32,076
-169
-0.5% -$8.92K 0.1% 210
2024
Q2 		$1.71M Buy
32,245
+4,066
+14% +$232K 0.12% 186
2024
Q1 		$1.63M Buy
28,179
+2,795
+11% +$154K 0.13% 168
2023
Q4 		$1.39M Buy
25,384
+992
+4% +$50.7K 0.12% 180
2023
Q3 		$1.26M Buy
24,392
+14,900
+157% +$800K 0.12% 178
2023
Q2 		$506K Buy
9,492
+106
+1% +$5.63K 0.06% 304
2023
Q1 		$515K Buy
9,386
+193
+2% +$10.9K 0.06% 297
2022
Q4 		$463K Sell
9,193
-189
-2% -$9.23K 0.06% 300
2022
Q3 		$412K Buy
9,382
+1,048
+13% +$53.1K 0.06% 306
2022
Q2 		$430K Buy
8,334
+284
+4% +$18.2K 0.06% 315
2022
Q1 		$513K Buy
8,050
+894
+12% +$53.9K 0.07% 310
2021
Q4 		$406K Buy
7,156
+443
+7% +$25.3K 0.05% 379
2021
Q3 		$386K Sell
6,713
-5,086
-43% -$311K 0.06% 349
2021
Q2 		$746K Buy
11,799
+2,019
+21% +$133K 0.09% 255
2021
Q1 		$625K Buy
9,780
+199
+2% +$11.9K 0.1% 215
2020
Q4 		$531K Buy
9,581
+6,622
+224% +$342K 0.11% 190
2020
Q3 		$146K Buy
2,959
+592
+25% +$26.6K 0.07% 223
2020
Q2 		$100K Buy
2,367
+1,919
+428% +$70.2K 0.06% 259
2020
Q1 		$13.1K Buy
448
+37
+9% +$1.57K 0.01% 572
2019
Q4 		$19.9K Buy
+411
New +$21.2K 0.01% 456

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

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

Arkadios Wealth Advisors reduced its Dow Inc (DOW) stake by 1.6% in Q1 2026, selling an estimated $8.78K and leaving 17,330 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #940.

Arkadios Wealth Advisors first reported a position in DOW in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.87M in Q1 2025. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Arkadios Wealth Advisors held 17,330 shares of Dow Inc worth $722K as of Q1 2026.
  • Arkadios Wealth Advisors sold 277 Dow Inc shares in Q1 2026, an estimated $8.78K.
  • Dow Inc made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #940 holding.
  • Arkadios Wealth Advisors first reported a position in Dow Inc in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Dow Inc position peaked at $1.87M in Q1 2025.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.