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Cherry Tree Wealth Management’s Dow Inc DOW Stock Holding History

Cherry Tree 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
Q1 		– Sell
-118
Closed -$2.76K – 588
2025
Q4 		$2.76K Sell
118
-45
-28% -$1.03K ﹤0.01% 517
2025
Q3 		$3.74K Hold
163
– – ﹤0.01% 485
2025
Q2 		$4.32K Hold
163
– – ﹤0.01% 493
2025
Q1 		$5.69K Sell
163
-106
-39% -$4.07K ﹤0.01% 512
2024
Q4 		$10.8K Hold
269
– – ﹤0.01% 398
2024
Q3 		$14.7K Hold
269
– – ﹤0.01% 375
2024
Q2 		$14.3K Hold
269
– – ﹤0.01% 361
2024
Q1 		$15.6K Hold
269
– – ﹤0.01% 341
2023
Q4 		$14.8K Hold
269
– – ﹤0.01% 328
2023
Q3 		$13.9K Hold
269
– – ﹤0.01% 313
2023
Q2 		$14.3K Buy
+269
New +$14.3K ﹤0.01% 310

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cherry Tree Wealth Management's DOW Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 118 shares — an estimated $2.76K sold.

Cherry Tree Wealth Management first reported a position in DOW in Q2 2023 and held it in 11 quarters. The position peaked at $15.6K in Q1 2024. 1,315 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Cherry Tree Wealth Management reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 118 Dow Inc shares in Q1 2026, an estimated $2.76K.
  • Cherry Tree Wealth Management first reported a position in Dow Inc in Q2 2023 and held it in 11 quarters.
  • Cherry Tree Wealth Management's Dow Inc position peaked at $15.6K in Q1 2024.
  • 1,315 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.