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Bullock Wealth Management’s Dow Inc DOW Stock Holding History

Bullock 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 		$9.67K Buy
+358
New +$13K ﹤0.01% 440
2025
Q3 		– Sell
-53
Closed -$1.47K – 631
2025
Q2 		$1.47K Buy
+53
New +$1.54K ﹤0.01% 526
2025
Q1 		– Sell
-33
Closed -$1.32K – 583
2024
Q4 		$1.32K Sell
33
-238
-88% -$11.1K ﹤0.01% 534
2024
Q3 		$14.8K Hold
271
– – 0.01% 336
2024
Q2 		$14.3K Hold
271
– – 0.01% 328
2024
Q1 		$15.8K Buy
+271
New +$15K 0.01% 320

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's DOW Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in Dow Inc (DOW) in Q2 2026: 358 shares worth $9.67K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: Bullock Wealth Management previously reported a position in DOW as recently as Q2 2025.

Bullock Wealth Management first reported a position in DOW in Q1 2024 and has held it in 6 quarters since. The position peaked at $15.8K in Q1 2024. 1,207 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Bullock Wealth Management held 358 shares of Dow Inc worth $9.67K as of Q2 2026.
  • Dow Inc was a new Bullock Wealth Management position in Q2 2026.
  • Dow Inc made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #440 holding.
  • Bullock Wealth Management first reported a position in Dow Inc in Q1 2024 and has held it in 6 quarters since.
  • Bullock Wealth Management's Dow Inc position peaked at $15.8K in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.