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Avion Wealth’s Dow Inc DOW Stock Holding History

Avion 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 		$21K Buy
799
+81
+11% +$2.94K ﹤0.01% 383
2026
Q1 		$29K Sell
718
-35
-5% -$1.11K 0.01% 271
2025
Q4 		$17K Buy
753
+12
+2% +$276 ﹤0.01% 374
2025
Q3 		$16K Buy
741
+91
+14% +$2.27K ﹤0.01% 371
2025
Q2 		$17K Buy
650
+73
+13% +$2.12K ﹤0.01% 345
2025
Q1 		$23K Hold
577
– – 0.01% 272
2024
Q4 		$23K Buy
577
+4
+0.7% +$187 0.01% 272
2024
Q3 		$31K Sell
573
-44
-7% -$2.32K 0.01% 210
2024
Q2 		$32K Buy
617
+201
+48% +$11.5K 0.01% 198
2024
Q1 		$25K Sell
416
-283
-40% -$15.6K 0.01% 206
2023
Q4 		$38K Buy
699
+101
+17% +$5.16K 0.01% 171
2023
Q3 		$30K Buy
598
+129
+28% +$6.92K 0.01% 181
2023
Q2 		$24K Buy
469
+79
+20% +$4.2K 0.01% 212
2023
Q1 		$19K Buy
390
+21
+6% +$1.18K 0.01% 216
2022
Q4 		$16K Hold
369
– – 0.01% 228
2022
Q3 		$16K Hold
369
– – 0.01% 228
2022
Q2 		$19K Buy
369
+35
+10% +$2.24K 0.01% 204
2022
Q1 		$21K Sell
334
-300
-47% -$18.1K 0.01% 177
2021
Q4 		$36K Buy
634
+162
+34% +$9.24K 0.01% 146
2021
Q3 		$27K Buy
472
+350
+287% +$21.4K 0.01% 165
2021
Q2 		$8K Buy
122
+100
+455% +$6.6K ﹤0.01% 239
2021
Q1 		$1K Buy
+22
New +$1.32K ﹤0.01% 317

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

Avion Wealth's DOW Position: Q2 2026 in Review

Avion Wealth increased its Dow Inc (DOW) stake by 11% in Q2 2026, buying an estimated $2.94K and bringing the position to 799 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Avion Wealth first reported a position in DOW in Q1 2021 and has held it in 22 quarters since. The position peaked at $38K in Q4 2023. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Avion Wealth held 799 shares of Dow Inc worth $21K as of Q2 2026.
  • Avion Wealth bought 81 Dow Inc shares in Q2 2026, an estimated $2.94K.
  • Dow Inc made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #383 holding.
  • Avion Wealth first reported a position in Dow Inc in Q1 2021 and has held it in 22 quarters since.
  • Avion Wealth's Dow Inc position peaked at $38K in Q4 2023.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.