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Blake Schutter Theil Wealth Advisors’s Dow Inc DOW Stock Holding History

Blake Schutter Theil 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
Q2 		– Sell
-7,290
Closed -$304K – 112
2026
Q1 		$304K Buy
+7,290
New +$231K 0.25% 87
2025
Q2 		– Sell
-11,533
Closed -$403K – 104
2025
Q1 		$403K Buy
11,533
+13
+0.1% +$499 0.46% 72
2024
Q4 		$462K Buy
11,520
+1,130
+11% +$52.7K 0.49% 57
2024
Q3 		$568K Buy
+10,390
New +$548K 0.41% 68

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's DOW Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 7,290 shares — an estimated $304K sold.

Blake Schutter Theil Wealth Advisors first reported a position in DOW in Q3 2024 and held it in 4 quarters. The position peaked at $568K in Q3 2024. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Blake Schutter Theil Wealth Advisors reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 7,290 Dow Inc shares in Q2 2026, an estimated $304K.
  • Blake Schutter Theil Wealth Advisors first reported a position in Dow Inc in Q3 2024 and held it in 4 quarters.
  • Blake Schutter Theil Wealth Advisors's Dow Inc position peaked at $568K in Q3 2024.
  • 497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.