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Beaird Harris Wealth Management’s Dow Inc DOW Stock Holding History

Beaird Harris 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 		$28.6K Hold
1,044
– – ﹤0.01% 309
2026
Q1 		$43.5K Hold
1,044
– – ﹤0.01% 258
2025
Q4 		$24.4K Hold
1,044
– – ﹤0.01% 320
2025
Q3 		$23.9K Hold
1,044
– – ﹤0.01% 312
2025
Q2 		$27.6K Buy
1,044
+250
+31% +$7.27K ﹤0.01% 306
2025
Q1 		$27.7K Sell
794
-98
-11% -$3.76K ﹤0.01% 280
2024
Q4 		$35.8K Buy
892
+644
+260% +$30K ﹤0.01% 257
2024
Q3 		$13.5K Sell
248
-2,581
-91% -$136K ﹤0.01% 317
2024
Q2 		$150K Buy
2,829
+131
+5% +$7.48K 0.01% 139
2024
Q1 		$156K Buy
2,698
+98
+4% +$5.42K 0.02% 131
2023
Q4 		$143K Buy
2,600
+19
+0.7% +$971 0.02% 128
2023
Q3 		$133K Hold
2,581
– – 0.02% 116
2023
Q2 		$137K Hold
2,581
– – 0.02% 121
2023
Q1 		$141K Sell
2,581
-164
-6% -$9.23K 0.03% 108
2022
Q4 		$138K Buy
2,745
+164
+6% +$8.01K 0.03% 111
2022
Q3 		$113K Buy
+2,581
New +$131K 0.02% 105
2022
Q2 		– Sell
-2,581
Closed -$164K – 456
2022
Q1 		$164K Hold
2,581
– – 0.06% 97
2021
Q4 		$146K Buy
+2,581
New +$147K 0.05% 130

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
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Beaird Harris Wealth Management's DOW Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Dow Inc (DOW) position steady in Q2 2026 at 1,044 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Beaird Harris Wealth Management first reported a position in DOW in Q4 2021 and has held it in 18 quarters since. The position peaked at $164K in Q1 2022. 177 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Beaird Harris Wealth Management held 1,044 shares of Dow Inc worth $28.6K as of Q2 2026.
  • Beaird Harris Wealth Management left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Beaird Harris Wealth Management first reported a position in Dow Inc in Q4 2021 and has held it in 18 quarters since.
  • Beaird Harris Wealth Management's Dow Inc position peaked at $164K in Q1 2022.
  • 177 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.