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
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

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

Avidian Wealth Enterprises's DOW Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Dow Inc (DOW) stake by 12% in Q2 2026, buying an estimated $49.5K and bringing the position to 12,789 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #556.

Avidian Wealth Enterprises first reported a position in DOW in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.14M in Q4 2022. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Avidian Wealth Enterprises held 12,789 shares of Dow Inc worth $350K as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,365 Dow Inc shares in Q2 2026, an estimated $49.5K.
  • Dow Inc made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #556 holding.
  • Avidian Wealth Enterprises first reported a position in Dow Inc in Q1 2020 and has held it in 22 quarters since.
  • Avidian Wealth Enterprises's Dow Inc position peaked at $1.14M in Q4 2022.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.