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Clearstead Trust’s Dow Inc DOW Stock Holding History

Clearstead Trust’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 		$35.3K Sell
1,289
-957
-43% -$34.7K ﹤0.01% 369
2026
Q1 		$93.5K Hold
2,246
– – 0.02% 253
2025
Q4 		$52.5K Sell
2,246
-2,008
-47% -$46.2K 0.01% 322
2025
Q3 		$97.5K Buy
4,254
+3,767
+774% +$93.9K 0.02% 243
2025
Q2 		$12.9K Buy
487
+200
+70% +$5.82K ﹤0.01% 527
2025
Q1 		$10K Hold
287
– – ﹤0.01% 466
2024
Q4 		$11.5K Hold
287
– – ﹤0.01% 351
2024
Q3 		$15.7K Sell
287
-50
-15% -$2.64K ﹤0.01% 326
2024
Q2 		$17.9K Hold
337
– – ﹤0.01% 321
2024
Q1 		$19.5K Buy
337
+50
+17% +$2.76K 0.01% 315
2023
Q4 		$15.7K Sell
287
-8
-3% -$409 ﹤0.01% 309
2023
Q3 		$15.2K Buy
295
+250
+556% +$13.4K 0.01% 301
2023
Q2 		$2.46K Buy
45
+8
+22% +$425 ﹤0.01% 356
2023
Q1 		$2.03K Sell
37
-62
-63% -$3.49K ﹤0.01% 347
2022
Q4 		$5K Sell
99
-31
-24% -$1.51K ﹤0.01% 337
2022
Q3 		$6K Buy
130
+93
+251% +$4.71K ﹤0.01% 314
2022
Q2 		$2K Hold
37
– – ﹤0.01% 176
2022
Q1 		$2K Sell
37
-37
-50% -$2.23K ﹤0.01% 180
2021
Q4 		$4K Sell
74
-24
-24% -$1.37K ﹤0.01% 178
2021
Q3 		$6K Buy
+98
New +$6K ﹤0.01% 177
2020
Q2 		– Sell
-4,843
Closed -$142K – 164
2020
Q1 		$142K Hold
4,843
– – 0.13% 95
2019
Q4 		$265K Hold
4,843
– – 0.19% 86
2019
Q3 		$231K Hold
4,843
– – 0.18% 88
2019
Q2 		$239K Buy
+4,843
New +$256K 0.19% 89

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 Trust's DOW Position: Q2 2026 in Review

Clearstead Trust reduced its Dow Inc (DOW) stake by 43% in Q2 2026, selling an estimated $34.7K and leaving 1,289 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Clearstead Trust first reported a position in DOW in Q2 2019 and has held it in 24 quarters since. The position peaked at $265K in Q4 2019. 1,196 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Clearstead Trust held 1,289 shares of Dow Inc worth $35.3K as of Q2 2026.
  • Clearstead Trust sold 957 Dow Inc shares in Q2 2026, an estimated $34.7K.
  • Dow Inc made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #369 holding.
  • Clearstead Trust first reported a position in Dow Inc in Q2 2019 and has held it in 24 quarters since.
  • Clearstead Trust's Dow Inc position peaked at $265K in Q4 2019.
  • 1,196 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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