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Colonial Trust Advisors’s Dow Inc DOW Stock Holding History

Colonial Trust 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
Q1 		$59.5K Sell
1,428
-173
-11% -$5.49K ﹤0.01% 328
2025
Q4 		$37.4K Hold
1,601
– – ﹤0.01% 381
2025
Q3 		$36.7K Buy
1,601
+161
+11% +$4.01K ﹤0.01% 376
2025
Q2 		$38.1K Hold
1,440
– – ﹤0.01% 374
2025
Q1 		$50.3K Sell
1,440
-24
-2% -$922 ﹤0.01% 337
2024
Q4 		$58.8K Sell
1,464
-998
-41% -$46.6K 0.01% 298
2024
Q3 		$134K Sell
2,462
-45
-2% -$2.38K 0.01% 236
2024
Q2 		$133K Buy
2,507
+356
+17% +$20.3K 0.01% 216
2024
Q1 		$125K Sell
2,151
-39
-2% -$2.15K 0.01% 221
2023
Q4 		$120K Hold
2,190
– – 0.01% 219
2023
Q3 		$113K Sell
2,190
-38
-2% -$2.04K 0.01% 232
2023
Q2 		$119K Sell
2,228
-400
-15% -$21.3K 0.01% 227
2023
Q1 		$144K Sell
2,628
-427
-14% -$24K 0.02% 216
2022
Q4 		$154K Buy
+3,055
New +$149K 0.02% 215

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Colonial Trust Advisors's DOW Position: Q1 2026 in Review

Colonial Trust Advisors reduced its Dow Inc (DOW) stake by 11% in Q1 2026, selling an estimated $5.49K and leaving 1,428 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Colonial Trust Advisors first reported a position in DOW in Q4 2022 and has held it in 14 quarters since. The position peaked at $154K in Q4 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Colonial Trust Advisors held 1,428 shares of Dow Inc worth $59.5K as of Q1 2026.
  • Colonial Trust Advisors sold 173 Dow Inc shares in Q1 2026, an estimated $5.49K.
  • Dow Inc made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #328 holding.
  • Colonial Trust Advisors first reported a position in Dow Inc in Q4 2022 and has held it in 14 quarters since.
  • Colonial Trust Advisors's Dow Inc position peaked at $154K in Q4 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.