Blue Bell Private Wealth Management’s Dow Inc DOW Stock Holding History

Blue Bell Private 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	$7K	Buy	256 +62	+32%	+$2.25K	﹤0.01%	602
2026 Q1	$8.08K	Hold	194	–	–	﹤0.01%	584
2025 Q4	$4.54K	Hold	194	–	–	﹤0.01%	610
2025 Q3	$4.45K	Hold	194	–	–	﹤0.01%	603
2025 Q2	$5.14K	Hold	194	–	–	﹤0.01%	582
2025 Q1	$6.77K	Hold	194	–	–	﹤0.01%	550
2024 Q4	$7.79K	Hold	194	–	–	﹤0.01%	519
2024 Q3	$10.6K	Sell	194 -512	-73%	-$27K	﹤0.01%	518
2024 Q2	$37.5K	Hold	706	–	–	0.01%	388
2024 Q1	$40.9K	Hold	706	–	–	0.01%	378
2023 Q4	$38.7K	Buy	706 +409	+138%	+$20.9K	0.01%	358
2023 Q3	$15.3K	Sell	297 -120	-29%	-$6.44K	﹤0.01%	387
2023 Q2	$22.2K	Buy	417 +103	+33%	+$5.47K	0.01%	345
2023 Q1	$17.2K	Sell	314 -150	-32%	-$8.44K	0.01%	331
2022 Q4	$23.4K	Sell	464 -1,031	-69%	-$50.4K	0.01%	296
2022 Q3	$66K	Sell	1,495 -42	-3%	-$2.13K	0.02%	190
2022 Q2	$79K	Buy	1,537 +1,181	+332%	+$75.6K	0.03%	182
2022 Q1	$23K	Hold	356	–	–	0.01%	302
2021 Q4	$20K	Buy	+356	New	+$20.3K	0.01%	307

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

Blue Bell Private Wealth Management's DOW Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Dow Inc (DOW) stake by 32% in Q2 2026, buying an estimated $2.25K and bringing the position to 256 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Blue Bell Private Wealth Management first reported a position in DOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $79K in Q2 2022. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Blue Bell Private Wealth Management held 256 shares of Dow Inc worth $7K as of Q2 2026.
Blue Bell Private Wealth Management bought 62 Dow Inc shares in Q2 2026, an estimated $2.25K.
Dow Inc made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #602 holding.
Blue Bell Private Wealth Management first reported a position in Dow Inc in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Dow Inc position peaked at $79K in Q2 2022.
1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.