Bank Julius Baer & Co
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Bank Julius Baer & Co’s Dow Inc DOW Stock Holding History

Bank Julius Baer & Co’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
Q1 		$156K Buy
3,754
+10
+0.3% +$317 ﹤0.01% 517
2025
Q4 		$87.5K Sell
3,744
-5
-0.1% -$115 ﹤0.01% 540
2025
Q3 		$86K Sell
3,749
-3
-0.1% -$75 ﹤0.01% 550
2025
Q2 		$99.4K Buy
3,752
+10
+0.3% +$291 ﹤0.01% 498
2025
Q1 		$131K Buy
3,742
+358
+11% +$13.7K ﹤0.01% 457
2024
Q4 		$150K Buy
3,384
+234
+7% +$10.9K ﹤0.01% 442
2024
Q3 		$204K Sell
3,150
-868
-22% -$45.8K ﹤0.01% 391
2024
Q2 		$237K Sell
4,018
-443
-10% -$25.3K ﹤0.01% 338
2024
Q1 		$258K Sell
4,461
-4
-0.1% -$221 ﹤0.01% 378
2023
Q4 		$245K Sell
4,465
-53
-1% -$2.71K ﹤0.01% 387
2023
Q3 		$233K Buy
4,518
+116
+3% +$6.23K ﹤0.01% 373
2023
Q2 		$234K Buy
4,402
+660
+18% +$35.1K ﹤0.01% 395
2023
Q1 		$205K Buy
3,742
+1,670
+81% +$94K ﹤0.01% 435
2022
Q4 		$104K Buy
2,072
+24
+1% +$1.17K ﹤0.01% 469
2022
Q3 		$90K Sell
2,048
-2,061
-50% -$104K ﹤0.01% 467
2022
Q2 		$212K Buy
4,109
+2,033
+98% +$130K ﹤0.01% 402
2022
Q1 		$132K Sell
2,076
-3
-0.1% -$181 ﹤0.01% 466
2021
Q4 		$118K Sell
2,079
-3,394
-62% -$194K ﹤0.01% 590
2021
Q3 		$315K Sell
5,473
-1,591
-23% -$97.4K ﹤0.01% 497
2021
Q2 		$447K Sell
7,064
-12
-0.2% -$792 ﹤0.01% 467
2021
Q1 		$452K Buy
7,076
+5,004
+242% +$299K ﹤0.01% 463
2020
Q4 		$115K Sell
2,072
-2
-0.1% -$103 ﹤0.01% 615
2020
Q3 		$98K Buy
2,074
+268
+15% +$12K ﹤0.01% 566
2020
Q2 		$74K Buy
1,806
+42
+2% +$1.54K ﹤0.01% 535
2020
Q1 		$52K Buy
+1,764
New +$75K ﹤0.01% 545

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank Julius Baer & Co's DOW Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Dow Inc (DOW) stake by 0.27% in Q1 2026, buying an estimated $317 and bringing the position to 3,754 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Bank Julius Baer & Co first reported a position in DOW in Q1 2020 and has held it in 25 quarters since. The position peaked at $452K in Q1 2021. 1,311 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Bank Julius Baer & Co held 3,754 shares of Dow Inc worth $156K as of Q1 2026.
  • Bank Julius Baer & Co bought 10 Dow Inc shares in Q1 2026, an estimated $317.
  • Dow Inc made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #517 holding.
  • Bank Julius Baer & Co first reported a position in Dow Inc in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Dow Inc position peaked at $452K in Q1 2021.
  • 1,311 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.