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Clearstead Advisors’s Dow Inc DOW Stock Holding History

Clearstead Advisors’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 		$139K Sell
5,068
-11,153
-69% -$405K ﹤0.01% 1182
2026
Q1 		$676K Buy
16,221
+11,225
+225% +$356K 0.01% 640
2025
Q4 		$117K Buy
4,996
+783
+19% +$18K ﹤0.01% 1085
2025
Q3 		$96.6K Sell
4,213
-27,007
-87% -$673K ﹤0.01% 1068
2025
Q2 		$827K Buy
31,220
+355
+1% +$10.3K 0.01% 493
2025
Q1 		$1.08M Buy
30,865
+10,934
+55% +$420K 0.02% 394
2024
Q4 		$800K Sell
19,931
-6,848
-26% -$320K 0.01% 463
2024
Q3 		$1.46M Buy
26,779
+727
+3% +$38.4K 0.02% 350
2024
Q2 		$1.38M Buy
26,052
+21,522
+475% +$1.23M 0.02% 332
2024
Q1 		$269K Sell
4,530
-437
-9% -$24.1K 0.01% 417
2023
Q4 		$272K Sell
4,967
-24
-0.5% -$1.23K 0.01% 416
2023
Q3 		$257K Sell
4,991
-52
-1% -$2.79K 0.02% 391
2023
Q2 		$269K Buy
5,043
+2,509
+99% +$133K 0.02% 393
2023
Q1 		$139K Sell
2,534
-347
-12% -$19.5K 0.01% 448
2022
Q4 		$145K Buy
2,881
+112
+4% +$5.47K 0.01% 424
2022
Q3 		$122K Buy
2,769
+143
+5% +$7.25K 0.01% 439
2022
Q2 		$136K Buy
2,626
+467
+22% +$29.9K 0.01% 439
2022
Q1 		$138K Sell
2,159
-62
-3% -$3.74K 0.01% 485
2021
Q4 		$126K Buy
2,221
+379
+21% +$21.6K 0.01% 479
2021
Q3 		$106K Buy
1,842
+75
+4% +$4.59K 0.01% 469
2021
Q2 		$112K Buy
1,767
+474
+37% +$31.3K 0.01% 433
2021
Q1 		$83K Buy
1,293
+34
+3% +$2.04K 0.01% 468
2020
Q4 		$70K Sell
1,259
-228
-15% -$11.8K 0.01% 465
2020
Q3 		$70K Buy
1,487
+258
+21% +$11.6K 0.01% 416
2020
Q2 		$50K Sell
1,229
-759
-38% -$27.8K 0.01% 428
2020
Q1 		$58K Sell
1,988
-7,691
-79% -$327K 0.01% 386
2019
Q4 		$530K Sell
9,679
-185
-2% -$9.56K 0.06% 174
2019
Q3 		$470K Sell
9,864
-667
-6% -$31.2K 0.06% 172
2019
Q2 		$519K Buy
+10,531
New +$556K 0.07% 168

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

Clearstead Advisors's DOW Position: Q2 2026 in Review

Clearstead Advisors reduced its Dow Inc (DOW) stake by 69% in Q2 2026, selling an estimated $405K and leaving 5,068 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Clearstead Advisors first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.46M in Q3 2024. 1,201 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Clearstead Advisors held 5,068 shares of Dow Inc worth $139K as of Q2 2026.
  • Clearstead Advisors sold 11,153 Dow Inc shares in Q2 2026, an estimated $405K.
  • Dow Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1182 holding.
  • Clearstead Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Clearstead Advisors's Dow Inc position peaked at $1.46M in Q3 2024.
  • 1,201 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.