AssetMark Inc
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AssetMark Inc’s Dow Inc DOW Stock Holding History

AssetMark Inc’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
Q3 		$202K Buy
7,341
+226
+3% +$6.73K ﹤0.01% 1458
2026
Q2 		$195K Sell
7,115
-308
-4% -$11.2K ﹤0.01% 1451
2026
Q1 		$309K Buy
7,423
+3,043
+69% +$96.5K ﹤0.01% 1246
2025
Q4 		$102K Sell
4,380
-785
-15% -$18K ﹤0.01% 1492
2025
Q3 		$118K Sell
5,165
-5,643
-52% -$141K ﹤0.01% 1389
2025
Q2 		$286K Buy
10,808
+10,688
+8,907% +$311K ﹤0.01% 1138
2025
Q1 		$4.19K Buy
120
+99
+471% +$3.8K ﹤0.01% 2032
2024
Q4 		$843 Sell
21
-457
-96% -$21.3K ﹤0.01% 2277
2024
Q3 		$26.1K Buy
478
+204
+74% +$10.8K ﹤0.01% 1441
2024
Q2 		$14.5K Buy
274
+133
+94% +$7.6K ﹤0.01% 1437
2024
Q1 		$8.17K Buy
141
+59
+72% +$3.26K ﹤0.01% 1406
2023
Q4 		$4.5K Buy
82
+69
+531% +$3.52K ﹤0.01% 1465
2023
Q3 		$670 Buy
+13
New +$698 ﹤0.01% 1559
2023
Q1 		– Sell
-6
Closed -$338 – 1617
2022
Q4 		$287 Hold
6
– – ﹤0.01% 1535
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1542
2022
Q2 		$0 Sell
6
-824
-99% -$52.8K ﹤0.01% 1520
2022
Q1 		$53K Hold
830
– – ﹤0.01% 905
2021
Q4 		$47K Buy
830
+824
+13,733% +$47K ﹤0.01% 921
2021
Q3 		$0 Hold
6
– – ﹤0.01% 1419
2021
Q2 		$0 Sell
6
-470
-99% -$31K ﹤0.01% 1370
2021
Q1 		$30K Buy
476
+1
+0.2% +$60 ﹤0.01% 806
2020
Q4 		$26K Sell
475
-64
-12% -$3.3K ﹤0.01% 806
2020
Q3 		$25K Sell
539
-65
-11% -$2.92K ﹤0.01% 789
2020
Q2 		$25K Buy
604
+62
+11% +$2.27K ﹤0.01% 755
2020
Q1 		$16K Sell
542
-149
-22% -$6.33K ﹤0.01% 909
2019
Q4 		$38K Sell
691
-127
-16% -$6.56K ﹤0.01% 800
2019
Q3 		$39K Buy
818
+32
+4% +$1.5K ﹤0.01% 772
2019
Q2 		$39K Buy
+786
New +$41.5K ﹤0.01% 760

Other funds holding DOW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's DOW Position: Q3 2026 in Review

AssetMark Inc increased its Dow Inc (DOW) stake by 3.2% in Q3 2026, buying an estimated $6.73K and bringing the position to 7,341 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

AssetMark Inc first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $309K in Q1 2026. 620 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • AssetMark Inc held 7,341 shares of Dow Inc worth $202K as of Q3 2026.
  • AssetMark Inc bought 226 Dow Inc shares in Q3 2026, an estimated $6.73K.
  • Dow Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1458 holding.
  • AssetMark Inc first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • AssetMark Inc's Dow Inc position peaked at $309K in Q1 2026.
  • 620 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.