Basepoint Wealth’s Dow Inc DOW Stock Holding History

Basepoint 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 Q1	$6.88K	Sell	165 -4	-2%	-$127	﹤0.01%	448
2025 Q4	$3.96K	Buy	+169	New	+$3.88K	﹤0.01%	479

Other funds holding DOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Basepoint Wealth's DOW Position: Q1 2026 in Review

Basepoint Wealth reduced its Dow Inc (DOW) stake by 2.4% in Q1 2026, selling an estimated $127 and leaving 165 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Basepoint Wealth first reported a position in DOW in Q4 2025 and has held it in 2 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Basepoint Wealth held 165 shares of Dow Inc worth $6.88K as of Q1 2026.
Basepoint Wealth sold 4 Dow Inc shares in Q1 2026, an estimated $127.
Dow Inc made up ﹤0.01% of Basepoint Wealth's portfolio in Q1 2026, its #448 holding.
Basepoint Wealth first reported a position in Dow Inc in Q4 2025 and has held it in 2 quarters since.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.