Brandywine Oak Private Wealth
DOW icon

Brandywine Oak Private Wealth’s Dow Inc DOW Stock Holding History

Brandywine Oak Private Wealth’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
Q3 		$939K Buy
34,097
+26
+0.1% +$774 0.07% 119
2026
Q2 		$932K Buy
34,071
+554
+2% +$20.1K 0.07% 120
2026
Q1 		$1.4M Sell
33,517
-6,118
-15% -$194K 0.12% 89
2025
Q4 		$927K Buy
39,635
+3,060
+8% +$70.3K 0.08% 114
2025
Q3 		$839K Sell
36,575
-746
-2% -$18.6K 0.07% 115
2025
Q2 		$988K Sell
37,321
-2,546
-6% -$74.1K 0.09% 105
2025
Q1 		$1.39M Sell
39,867
-1,797
-4% -$69K 0.14% 80
2024
Q4 		$1.67M Sell
41,664
-2,600
-6% -$121K 0.16% 69
2024
Q3 		$2.42M Buy
44,264
+162
+0.4% +$8.55K 0.23% 58
2024
Q2 		$2.34M Sell
44,102
-1,024
-2% -$58.5K 0.24% 56
2024
Q1 		$2.61M Sell
45,126
-3,165
-7% -$175K 0.27% 51
2023
Q4 		$2.65M Sell
48,291
-362
-0.7% -$18.5K 0.29% 48
2023
Q3 		$2.51M Sell
48,653
-1,649
-3% -$88.5K 0.29% 50
2023
Q2 		$2.68M Sell
50,302
-949
-2% -$50.4K 0.3% 49
2023
Q1 		$2.81M Buy
51,251
+21
+0% +$1.18K 0.33% 45
2022
Q4 		$2.58M Sell
51,230
-11,934
-19% -$583K 0.32% 48
2022
Q3 		$2.77M Buy
63,164
+237
+0.4% +$12K 0.38% 40
2022
Q2 		$3.25M Buy
62,927
+18
+0% +$1.15K 0.42% 32
2022
Q1 		$4.01M Buy
62,909
+4,951
+9% +$299K 0.46% 41
2021
Q4 		$3.29M Buy
57,958
+714
+1% +$40.7K 0.36% 48
2021
Q3 		$3.29M Sell
57,244
-1,464
-2% -$89.6K 0.38% 44
2021
Q2 		$3.72M Buy
58,708
+766
+1% +$50.6K 0.43% 40
2021
Q1 		$3.7M Buy
57,942
+129
+0.2% +$7.72K 0.55% 36
2020
Q4 		$3.21M Sell
57,813
-167
-0.3% -$8.62K 0.49% 38
2020
Q3 		$2.73M Sell
57,980
-933
-2% -$41.9K 0.46% 39
2020
Q2 		$2.4M Sell
58,913
-4,027
-6% -$147K 0.43% 41
2020
Q1 		$1.84M Sell
62,940
-4,356
-6% -$185K 0.38% 43
2019
Q4 		$3.68M Buy
67,296
+29
+0% +$1.5K 0.67% 28
2019
Q3 		$3.2M Buy
67,267
+87
+0.1% +$4.07K 0.61% 31
2019
Q2 		$3.31M Buy
+67,180
New +$3.55M 0.66% 30

Other funds holding DOW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Brandywine Oak Private Wealth's DOW Position: Q3 2026 in Review

Brandywine Oak Private Wealth increased its Dow Inc (DOW) stake by 0.08% in Q3 2026, buying an estimated $774 and bringing the position to 34,097 shares worth $939K. The position accounts for 0.07% of the portfolio, ranked #119.

Brandywine Oak Private Wealth first reported a position in DOW in Q2 2019 and has held it in 30 quarters since. The position peaked at $4.01M in Q1 2022. 741 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Brandywine Oak Private Wealth held 34,097 shares of Dow Inc worth $939K as of Q3 2026.
  • Brandywine Oak Private Wealth bought 26 Dow Inc shares in Q3 2026, an estimated $774.
  • Dow Inc made up 0.07% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #119 holding.
  • Brandywine Oak Private Wealth first reported a position in Dow Inc in Q2 2019 and has held it in 30 quarters since.
  • Brandywine Oak Private Wealth's Dow Inc position peaked at $4.01M in Q1 2022.
  • 741 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.