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Bell & Brown Wealth Advisors’s Dow Inc DOW Stock Holding History

Bell & Brown Wealth Advisors’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 		– Sell
-11,199
Closed -$262K – 69
2025
Q4 		$262K Sell
11,199
-3,180
-22% -$73.1K 0.08% 67
2025
Q3 		$330K Sell
14,379
-2,452
-15% -$61.1K 0.11% 61
2025
Q2 		$446K Sell
16,831
-231
-1% -$6.72K 0.16% 59
2025
Q1 		$596K Sell
17,062
-10,957
-39% -$421K 0.23% 57
2024
Q4 		$1.12M Sell
28,019
-15,483
-36% -$722K 0.42% 52
2024
Q3 		$2.38M Buy
43,502
+675
+2% +$35.6K 0.93% 41
2024
Q2 		$2.27M Buy
42,827
+1,903
+5% +$109K 0.87% 41
2024
Q1 		$2.37M Buy
40,924
+776
+2% +$42.9K 1.01% 41
2023
Q4 		$2.2M Buy
+40,148
New +$2.05M 1.02% 42
2023
Q2 		$2.29M Buy
43,061
+800
+2% +$42.5K 1.15% 38
2023
Q1 		$2.32M Buy
42,261
+162
+0.4% +$9.12K 1.23% 39
2022
Q4 		$2.12M Buy
42,099
+2,056
+5% +$100K 1.17% 42
2022
Q3 		$1.76M Buy
40,043
+486
+1% +$24.6K 1.09% 41
2022
Q2 		$2.04M Buy
39,557
+515
+1% +$33K 1.09% 41
2022
Q1 		$2.49M Buy
39,042
+39
+0.1% +$2.35K 1.13% 35
2021
Q4 		$2.41M Buy
39,003
+4,921
+14% +$281K 1.16% 38
2021
Q3 		$1.96M Buy
+34,082
New +$2.09M 1.06% 39
2020
Q3 		$1.34M Buy
27,299
+5,117
+23% +$230K 0.97% 40
2020
Q2 		$938K Buy
22,182
+4,700
+27% +$172K 0.73% 48
2020
Q1 		$584K Buy
17,482
+1,428
+9% +$60.7K 0.54% 53
2019
Q4 		$839K Buy
16,054
+9,915
+162% +$512K 0.63% 57
2019
Q3 		$284K Buy
+6,139
New +$287K 0.23% 71

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

Bell & Brown Wealth Advisors's DOW Position: Q1 2026 in Review

Bell & Brown Wealth Advisors sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 11,199 shares — an estimated $262K sold.

Bell & Brown Wealth Advisors first reported a position in DOW in Q3 2019 and held it in 22 quarters. The position peaked at $2.49M in Q1 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Bell & Brown Wealth Advisors reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 11,199 Dow Inc shares in Q1 2026, an estimated $262K.
  • Bell & Brown Wealth Advisors first reported a position in Dow Inc in Q3 2019 and held it in 22 quarters.
  • Bell & Brown Wealth Advisors's Dow Inc position peaked at $2.49M in Q1 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.