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Cassaday & Co Wealth Management’s Dow Inc DOW Stock Holding History

Cassaday & Co 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 		$24.6K Sell
898
-59
-6% -$2.14K ﹤0.01% 741
2026
Q1 		$39.9K Buy
+957
New +$30.3K ﹤0.01% 656

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

Cassaday & Co Wealth Management's DOW Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Dow Inc (DOW) stake by 6.2% in Q2 2026, selling an estimated $2.14K and leaving 898 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Cassaday & Co Wealth Management first reported a position in DOW in Q1 2026 and has held it in 2 quarters since. The position peaked at $39.9K in Q1 2026. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Cassaday & Co Wealth Management held 898 shares of Dow Inc worth $24.6K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 59 Dow Inc shares in Q2 2026, an estimated $2.14K.
  • Dow Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #741 holding.
  • Cassaday & Co Wealth Management first reported a position in Dow Inc in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Dow Inc position peaked at $39.9K in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.