AWE
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Avidian Wealth Enterprises’s Dow Inc DOW Stock Holding History

Avidian Wealth Enterprises’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 		$323K Sell
11,713
-1,076
-8% -$32K 0.01% 590
2026
Q2 		$350K Buy
12,789
+1,365
+12% +$49.5K 0.01% 556
2026
Q1 		$476K Buy
11,424
+303
+3% +$9.61K 0.02% 449
2025
Q4 		$260K Sell
11,121
-534
-5% -$12.3K 0.01% 502
2025
Q3 		$267K Sell
11,655
-99
-0.8% -$2.47K 0.01% 491
2025
Q2 		$311K Buy
+11,754
New +$342K 0.01% 434
2024
Q4 		– Sell
-6,514
Closed -$356K – 517
2024
Q3 		$356K Buy
6,514
+392
+6% +$20.7K 0.02% 363
2024
Q2 		$325K Buy
6,122
+899
+17% +$51.4K 0.01% 377
2024
Q1 		$303K Buy
+5,223
New +$289K 0.01% 360
2023
Q3 		– Sell
-12,420
Closed -$661K – 405
2023
Q2 		$661K Sell
12,420
-7,866
-39% -$418K 0.04% 232
2023
Q1 		$1.11M Sell
20,286
-2,348
-10% -$132K 0.06% 187
2022
Q4 		$1.14M Buy
22,634
+3,832
+20% +$187K 0.07% 159
2022
Q3 		$826K Buy
18,802
+8,643
+85% +$438K 0.06% 169
2022
Q2 		$524K Buy
10,159
+302
+3% +$19.3K 0.04% 261
2022
Q1 		$628K Buy
9,857
+191
+2% +$11.5K 0.04% 261
2021
Q4 		$548K Buy
9,666
+290
+3% +$16.5K 0.03% 280
2021
Q3 		$540K Sell
9,376
-413
-4% -$25.3K 0.04% 203
2021
Q2 		$619K Buy
9,789
+103
+1% +$6.8K 0.05% 185
2021
Q1 		$619K Buy
9,686
+952
+11% +$57K 0.05% 176
2020
Q4 		$485K Buy
8,734
+145
+2% +$7.49K 0.05% 191
2020
Q3 		$404K Buy
8,589
+59
+0.7% +$2.65K 0.05% 181
2020
Q2 		$348K Sell
8,530
-121
-1% -$4.43K 0.05% 172
2020
Q1 		$253K Buy
+8,651
New +$368K 0.04% 161

Other funds holding DOW

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Avidian Wealth Enterprises's DOW Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Dow Inc (DOW) stake by 8.4% in Q3 2026, selling an estimated $32K and leaving 11,713 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #590.

Avidian Wealth Enterprises first reported a position in DOW in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q4 2022. 51 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Avidian Wealth Enterprises held 11,713 shares of Dow Inc worth $323K as of Q3 2026.
  • Avidian Wealth Enterprises sold 1,076 Dow Inc shares in Q3 2026, an estimated $32K.
  • Dow Inc made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #590 holding.
  • Avidian Wealth Enterprises first reported a position in Dow Inc in Q1 2020 and has held it in 23 quarters since.
  • Avidian Wealth Enterprises's Dow Inc position peaked at $1.14M in Q4 2022.
  • 51 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.