Avior Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-56,228
| Closed | -$2.34M | – | 821 |
|
|
2026
Q1 | $2.34M | Buy |
56,228
+19,485
| +53% | +$618K | 0.07% | 231 |
|
|
2025
Q4 | $859K | Buy |
36,743
+27,899
| +315% | +$641K | 0.03% | 335 |
|
|
2025
Q3 | $203K | Buy |
+8,844
| New | +$220K | 0.01% | 692 |
|
|
2025
Q2 | – | Sell |
-36,852
| Closed | -$1.29M | – | 709 |
|
|
2025
Q1 | $1.29M | Buy |
36,852
+1,887
| +5% | +$72.5K | 0.05% | 230 |
|
|
2024
Q4 | $1.4M | Sell |
34,965
-2,048
| -6% | -$95.6K | 0.05% | 227 |
|
|
2024
Q3 | $2.02M | Buy |
37,013
+36
| +0.1% | +$1.9K | 0.08% | 164 |
|
|
2024
Q2 | $1.96M | Sell |
36,977
-3,072
| -8% | -$176K | 0.08% | 164 |
|
|
2024
Q1 | $2.32M | Buy |
40,049
+32,534
| +433% | +$1.8M | 0.11% | 143 |
|
|
2023
Q4 | $412K | Sell |
7,515
-2,120
| -22% | -$108K | 0.03% | 383 |
|
|
2023
Q3 | $497K | Buy |
9,635
+1,422
| +17% | +$76.3K | 0.03% | 331 |
|
|
2023
Q2 | $437K | Sell |
8,213
-90
| -1% | -$4.78K | 0.03% | 376 |
|
|
2023
Q1 | $455K | Buy |
8,303
+6,026
| +265% | +$339K | 0.03% | 374 |
|
|
2022
Q4 | $115K | Sell |
2,277
-392
| -15% | -$19.1K | 0.01% | 523 |
|
|
2022
Q3 | $117K | Buy |
2,669
+1,692
| +173% | +$85.8K | 0.01% | 508 |
|
|
2022
Q2 | $50K | Sell |
977
-66
| -6% | -$4.23K | 0.01% | 565 |
|
|
2022
Q1 | $66K | Buy |
1,043
+70
| +7% | +$4.22K | 0.01% | 553 |
|
|
2021
Q4 | $55K | Sell |
973
-24
| -2% | -$1.37K | ﹤0.01% | 576 |
|
|
2021
Q3 | $57K | Buy |
997
+346
| +53% | +$21.2K | ﹤0.01% | 546 |
|
|
2021
Q2 | $41K | Sell |
651
-4,996
| -88% | -$330K | ﹤0.01% | 550 |
|
|
2021
Q1 | $360K | Buy |
5,647
+4,998
| +770% | +$299K | 0.04% | 344 |
|
|
2020
Q4 | $36K | Sell |
649
-89
| -12% | -$4.59K | ﹤0.01% | 525 |
|
|
2020
Q3 | $34K | Buy |
738
+42
| +6% | +$1.89K | ﹤0.01% | 533 |
|
|
2020
Q2 | $28K | Buy |
696
+145
| +26% | +$5.31K | ﹤0.01% | 533 |
|
|
2020
Q1 | $16K | Buy |
551
+306
| +125% | +$13K | ﹤0.01% | 535 |
|
|
2019
Q4 | $13K | Sell |
245
-138
| -36% | -$7.13K | ﹤0.01% | 576 |
|
|
2019
Q3 | $18K | Sell |
383
-7
| -2% | -$328 | ﹤0.01% | 533 |
|
|
2019
Q2 | $19K | Buy |
+390
| New | +$20.6K | ﹤0.01% | 532 |
|
Other funds holding DOW
Avior Wealth Management's DOW Position: Q2 2026 in Review
Avior Wealth Management sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 56,228 shares — an estimated $2.34M sold.
Avior Wealth Management first reported a position in DOW in Q2 2019 and held it in 27 quarters. The position peaked at $2.34M in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.
- Avior Wealth Management reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
- Avior Wealth Management sold 56,228 Dow Inc shares in Q2 2026, an estimated $2.34M.
- Avior Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 27 quarters.
- Avior Wealth Management's Dow Inc position peaked at $2.34M in Q1 2026.
- 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.