Bellwether Advisors’s Dow Inc DOW Stock Holding History

Bellwether 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 Q2	$1.09M	Sell	39,803 -67,053	-63%	-$2.43M	0.16%	107
2026 Q1	$4.45M	Buy	+106,856	New	+$3.39M	0.75%	33
2025 Q3	–	Sell	-163	Closed	-$4.32K	–	257
2025 Q2	$4.32K	Hold	163	–	–	﹤0.01%	435
2025 Q1	$5.69K	Sell	163 -463	-74%	-$17.8K	﹤0.01%	363
2024 Q4	$25.1K	Buy	+626	New	+$29.2K	﹤0.01%	271
2023 Q2	–	Sell	-160	Closed	-$8.77K	–	190
2023 Q1	$8.77K	Hold	160	–	–	﹤0.01%	281
2022 Q4	$8.06K	Hold	160	–	–	﹤0.01%	281
2022 Q3	$7K	Hold	160	–	–	﹤0.01%	294
2022 Q2	$8K	Hold	160	–	–	﹤0.01%	258
2022 Q1	$10K	Hold	160	–	–	﹤0.01%	311
2021 Q4	$9K	Hold	160	–	–	﹤0.01%	341
2021 Q3	$9K	Hold	160	–	–	﹤0.01%	316
2021 Q2	$10K	Hold	160	–	–	﹤0.01%	259
2021 Q1	$10K	Hold	160	–	–	﹤0.01%	250
2020 Q4	$8K	Buy	+160	New	+$8.26K	﹤0.01%	246

Other funds holding DOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bellwether Advisors's DOW Position: Q2 2026 in Review

Bellwether Advisors reduced its Dow Inc (DOW) stake by 63% in Q2 2026, selling an estimated $2.43M and leaving 39,803 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #107.

Bellwether Advisors first reported a position in DOW in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.45M in Q1 2026. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Bellwether Advisors held 39,803 shares of Dow Inc worth $1.09M as of Q2 2026.
Bellwether Advisors sold 67,053 Dow Inc shares in Q2 2026, an estimated $2.43M.
Dow Inc made up 0.16% of Bellwether Advisors's portfolio in Q2 2026, its #107 holding.
Bellwether Advisors first reported a position in Dow Inc in Q4 2020 and has held it in 15 quarters since.
Bellwether Advisors's Dow Inc position peaked at $4.45M in Q1 2026.
1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.