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Bogart Wealth LLC’s Dow Inc DOW Stock Holding History

Bogart Wealth LLC’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 		$53.3K Buy
1,949
+4
+0.2% +$145 ﹤0.01% 523
2026
Q1 		$81K Buy
1,945
+89
+5% +$2.82K ﹤0.01% 388
2025
Q4 		$43.4K Sell
1,856
-601
-24% -$13.8K ﹤0.01% 508
2025
Q3 		$56.3K Sell
2,457
-2,778
-53% -$69.2K ﹤0.01% 432
2025
Q2 		$139K Sell
5,235
-293,342
-98% -$8.53M 0.01% 285
2025
Q1 		$10.4M Buy
298,577
+296,227
+12,605% +$11.4M 0.49% 49
2024
Q4 		$94.3K Buy
2,350
+765
+48% +$35.7K ﹤0.01% 322
2024
Q3 		$86.6K Buy
1,585
+128
+9% +$6.76K ﹤0.01% 325
2024
Q2 		$77.3K Buy
1,457
+1,157
+386% +$66.1K ﹤0.01% 327
2024
Q1 		$17.4K Sell
300
-88
-23% -$4.86K ﹤0.01% 542
2023
Q4 		$21.3K Hold
388
– – ﹤0.01% 495
2023
Q3 		$20K Sell
388
-23
-6% -$1.24K ﹤0.01% 481
2023
Q2 		$21.9K Sell
411
-65
-14% -$3.46K ﹤0.01% 446
2023
Q1 		$26.1K Sell
476
-1
-0.2% -$56 ﹤0.01% 416
2022
Q4 		$24K Buy
477
+300
+169% +$14.7K ﹤0.01% 406
2022
Q3 		$8K Sell
177
-106
-37% -$5.37K ﹤0.01% 591
2022
Q2 		$15K Buy
283
+107
+61% +$6.85K ﹤0.01% 464
2022
Q1 		$11K Hold
176
– – ﹤0.01% 482
2021
Q4 		$10K Sell
176
-11
-6% -$627 ﹤0.01% 475
2021
Q3 		$11K Sell
187
-49
-21% -$3K ﹤0.01% 447
2021
Q2 		$15K Buy
236
+60
+34% +$3.96K ﹤0.01% 384
2021
Q1 		$11K Hold
176
– – ﹤0.01% 398
2020
Q4 		$9K Hold
176
– – ﹤0.01% 334
2020
Q3 		$8K Hold
176
– – ﹤0.01% 326
2020
Q2 		$7K Sell
176
-42
-19% -$1.54K ﹤0.01% 321
2020
Q1 		$6K Buy
218
+91
+72% +$3.87K ﹤0.01% 310
2019
Q4 		$7K Sell
127
-17
-12% -$878 ﹤0.01% 307
2019
Q3 		$7K Hold
144
– – ﹤0.01% 279
2019
Q2 		$7K Buy
+144
New +$7.6K ﹤0.01% 265

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

Bogart Wealth LLC's DOW Position: Q2 2026 in Review

Bogart Wealth LLC increased its Dow Inc (DOW) stake by 0.21% in Q2 2026, buying an estimated $145 and bringing the position to 1,949 shares worth $53.3K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Bogart Wealth LLC first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $10.4M in Q1 2025. 1,196 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Bogart Wealth LLC held 1,949 shares of Dow Inc worth $53.3K as of Q2 2026.
  • Bogart Wealth LLC bought 4 Dow Inc shares in Q2 2026, an estimated $145.
  • Dow Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #523 holding.
  • Bogart Wealth LLC first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Bogart Wealth LLC's Dow Inc position peaked at $10.4M in Q1 2025.
  • 1,196 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.