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Bartlett & Co Wealth Management’s Dow Inc DOW Stock Holding History

Bartlett & Co 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
Q1 		$76.7K Buy
1,891
+32
+2% +$1.01K ﹤0.01% 612
2025
Q4 		$43.5K Sell
1,859
-1,183
-39% -$27.2K ﹤0.01% 697
2025
Q3 		$69.8K Sell
3,042
-594
-16% -$14.8K ﹤0.01% 613
2025
Q2 		$96.3K Sell
3,636
-248
-6% -$7.21K ﹤0.01% 553
2025
Q1 		$136K Sell
3,884
-811
-17% -$31.1K ﹤0.01% 492
2024
Q4 		$188K Sell
4,695
-120
-2% -$5.6K ﹤0.01% 448
2024
Q3 		$263K Sell
4,815
-33
-0.7% -$1.74K ﹤0.01% 411
2024
Q2 		$257K Sell
4,848
-181
-4% -$10.3K ﹤0.01% 416
2024
Q1 		$291K Sell
5,029
-1,543
-23% -$85.3K ﹤0.01% 406
2023
Q4 		$363K Sell
6,572
-227
-3% -$11.6K 0.01% 389
2023
Q3 		$351K Sell
6,799
-307
-4% -$16.5K 0.01% 377
2023
Q2 		$378K Buy
7,106
+1,986
+39% +$106K 0.01% 376
2023
Q1 		$281K Sell
5,120
-1,120
-18% -$63K 0.01% 348
2022
Q4 		$314K Buy
6,240
+1,490
+31% +$72.8K 0.01% 338
2022
Q3 		$209K Buy
4,750
+266
+6% +$13.5K ﹤0.01% 369
2022
Q2 		$231K Sell
4,484
-372
-8% -$23.8K ﹤0.01% 353
2022
Q1 		$309K Hold
4,856
– – 0.01% 341
2021
Q4 		$275K Buy
4,856
+2,262
+87% +$129K ﹤0.01% 360
2021
Q3 		$149K Sell
2,594
-393
-13% -$24.1K ﹤0.01% 357
2021
Q2 		$189K Sell
2,987
-3,250
-52% -$215K ﹤0.01% 337
2021
Q1 		$399K Sell
6,237
-1,051
-14% -$62.9K 0.01% 281
2020
Q4 		$404K Buy
7,288
+19
+0.3% +$981 0.01% 275
2020
Q3 		$342K Hold
7,269
– – 0.01% 270
2020
Q2 		$296K Sell
7,269
-1,801
-20% -$65.9K 0.01% 278
2020
Q1 		$265K Sell
9,070
-1,612
-15% -$68.5K 0.01% 276
2019
Q4 		$585K Sell
10,682
-65
-0.6% -$3.36K 0.01% 250
2019
Q3 		$512K Buy
10,747
+6,771
+170% +$317K 0.01% 252
2019
Q2 		$196K Buy
+3,976
New +$210K 0.01% 257

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

Bartlett & Co Wealth Management's DOW Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Dow Inc (DOW) stake by 1.7% in Q1 2026, buying an estimated $1.01K and bringing the position to 1,891 shares worth $76.7K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Bartlett & Co Wealth Management first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $585K in Q4 2019. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Bartlett & Co Wealth Management held 1,891 shares of Dow Inc worth $76.7K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 32 Dow Inc shares in Q1 2026, an estimated $1.01K.
  • Dow Inc made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #612 holding.
  • Bartlett & Co Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • Bartlett & Co Wealth Management's Dow Inc position peaked at $585K in Q4 2019.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.