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Aventura Private Wealth’s Dow Inc DOW Stock Holding History

Aventura Private Wealth’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 		$2.98K Sell
109
-50
-31% -$1.81K ﹤0.01% 765
2026
Q1 		$6.62K Buy
159
+40
+34% +$1.27K ﹤0.01% 612
2025
Q4 		$2.78K Buy
119
+10
+9% +$230 ﹤0.01% 662
2025
Q3 		$2.5K Sell
109
-34
-24% -$847 ﹤0.01% 654
2025
Q2 		$3.79K Buy
143
+23
+19% +$669 ﹤0.01% 565
2025
Q1 		$4.2K Buy
120
+19
+19% +$730 ﹤0.01% 541
2024
Q4 		$4.05K Buy
+101
New +$4.71K ﹤0.01% 523

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

Aventura Private Wealth's DOW Position: Q2 2026 in Review

Aventura Private Wealth reduced its Dow Inc (DOW) stake by 31% in Q2 2026, selling an estimated $1.81K and leaving 109 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Aventura Private Wealth first reported a position in DOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.62K in Q1 2026. 1,201 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Aventura Private Wealth held 109 shares of Dow Inc worth $2.98K as of Q2 2026.
  • Aventura Private Wealth sold 50 Dow Inc shares in Q2 2026, an estimated $1.81K.
  • Dow Inc made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #765 holding.
  • Aventura Private Wealth first reported a position in Dow Inc in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Dow Inc position peaked at $6.62K in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.