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Bay Harbor Wealth Management’s Dow Inc DOW Stock Holding History

Bay Harbor 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 		$3.58K Buy
131
+68
+108% +$2.47K ﹤0.01% 498
2026
Q1 		$2.62K Buy
63
+38
+152% +$1.21K ﹤0.01% 497
2025
Q4 		$584 Buy
25
+13
+108% +$299 ﹤0.01% 804
2025
Q3 		$275 Buy
12
+3
+33% +$75 ﹤0.01% 943
2025
Q2 		$238 Buy
+9
New +$262 ﹤0.01% 872
2021
Q1 		– Sell
-39
Closed -$2K – 270
2020
Q4 		$2K Hold
39
– – ﹤0.01% 341
2020
Q3 		$2K Hold
39
– – ﹤0.01% 312
2020
Q2 		$2K Hold
39
– – ﹤0.01% 285
2020
Q1 		$1K Hold
39
– – ﹤0.01% 289
2019
Q4 		$2K Hold
39
– – ﹤0.01% 284
2019
Q3 		$2K Hold
39
– – ﹤0.01% 299
2019
Q2 		$2K Buy
+39
New +$2.06K ﹤0.01% 295

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bay Harbor Wealth Management's DOW Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Dow Inc (DOW) stake by 108% in Q2 2026, buying an estimated $2.47K and bringing the position to 131 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Bay Harbor Wealth Management first reported a position in DOW in Q2 2019 and has held it in 12 quarters since. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Bay Harbor Wealth Management held 131 shares of Dow Inc worth $3.58K as of Q2 2026.
  • Bay Harbor Wealth Management bought 68 Dow Inc shares in Q2 2026, an estimated $2.47K.
  • Dow Inc made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #498 holding.
  • Bay Harbor Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 12 quarters since.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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