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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

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

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. 1,204 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.
  • 1,204 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.