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Axxcess Wealth Management’s Dow Inc DOW Stock Holding History

Axxcess Wealth Management’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 		$2.36M Buy
+86,358
New +$3.13M 0.04% 365
2026
Q1 		– Sell
-102,241
Closed -$2.39M – 552
2025
Q4 		$2.39M Buy
102,241
+13,408
+15% +$308K 0.04% 344
2025
Q3 		$2.04M Buy
88,833
+10,605
+14% +$264K 0.04% 306
2025
Q2 		$2.07M Sell
78,228
-1,379
-2% -$40.1K 0.05% 288
2025
Q1 		$2.78M Sell
79,607
-8,967
-10% -$344K 0.07% 208
2024
Q4 		$3.55M Buy
88,574
+634
+0.7% +$29.6K 0.09% 173
2024
Q3 		$4.8M Sell
87,940
-13,546
-13% -$715K 0.12% 143
2024
Q2 		$5.38M Sell
101,486
-5,168
-5% -$295K 0.14% 127
2024
Q1 		$6.18M Buy
106,654
+6,792
+7% +$375K 0.17% 111
2023
Q4 		$5.48M Buy
99,862
+26,258
+36% +$1.34M 0.16% 125
2023
Q3 		$3.79M Buy
73,604
+68,008
+1,215% +$3.65M 0.13% 128
2023
Q2 		$298K Sell
5,596
-8,552
-60% -$455K 0.02% 451
2023
Q1 		$776K Buy
14,148
+232
+2% +$13.1K 0.06% 278
2022
Q4 		$701K Buy
13,916
+8,114
+140% +$396K 0.06% 292
2022
Q3 		$255K Sell
5,802
-4,964
-46% -$252K 0.02% 439
2022
Q2 		$556K Buy
10,766
+4,695
+77% +$301K 0.05% 289
2022
Q1 		$387K Buy
6,071
+101
+2% +$6.09K 0.03% 418
2021
Q4 		$339K Buy
+5,970
New +$340K 0.02% 446

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Axxcess Wealth Management's DOW Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Dow Inc (DOW) in Q2 2026: 86,358 shares worth $2.36M. The stake represents 0.04% of the portfolio and ranks #365 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DOW as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.18M in Q1 2024. 553 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Axxcess Wealth Management held 86,358 shares of Dow Inc worth $2.36M as of Q2 2026.
  • Dow Inc was a new Axxcess Wealth Management position in Q2 2026.
  • Dow Inc made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #365 holding.
  • Axxcess Wealth Management first reported a position in Dow Inc in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Dow Inc position peaked at $6.18M in Q1 2024.
  • 553 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.