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Concord Wealth Partners’s Dow Inc DOW Stock Holding History

Concord Wealth Partners’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 		$33.3K Buy
+1,218
New +$44.2K ﹤0.01% 420
2026
Q1 		– Sell
-875
Closed -$20.4K – 344
2025
Q4 		$20.4K Hold
875
– – ﹤0.01% 440
2025
Q3 		$20.1K Buy
875
+608
+228% +$15.1K ﹤0.01% 457
2025
Q2 		$7.06K Hold
267
– – ﹤0.01% 586
2025
Q1 		$9.31K Sell
267
-1,994
-88% -$76.6K ﹤0.01% 516
2024
Q4 		$90.7K Buy
2,261
+2,020
+838% +$94.2K 0.01% 258
2024
Q3 		$13.1K Sell
241
-219
-48% -$11.6K ﹤0.01% 528
2024
Q2 		$24.4K Sell
460
-174
-27% -$9.94K ﹤0.01% 402
2024
Q1 		$36.7K Sell
634
-75
-11% -$4.14K 0.01% 401
2023
Q4 		$38.9K Hold
709
– – 0.01% 388
2023
Q3 		$36.5K Sell
709
-54
-7% -$2.9K 0.01% 418
2023
Q2 		$40.6K Buy
763
+116
+18% +$6.17K 0.01% 393
2023
Q1 		$35.5K Sell
647
-341
-35% -$19.2K 0.01% 398
2022
Q4 		$49.8K Buy
+988
New +$48.3K 0.02% 375
2022
Q3 		– Sell
-1,259
Closed -$65K – 402
2022
Q2 		$65K Buy
1,259
+63
+5% +$4.04K 0.02% 324
2022
Q1 		$76K Buy
1,196
+35
+3% +$2.11K 0.02% 347
2021
Q4 		$66K Buy
1,161
+461
+66% +$26.3K 0.02% 399
2021
Q3 		$40K Sell
700
-297
-30% -$18.2K 0.02% 255
2021
Q2 		$63K Sell
997
-51
-5% -$3.37K 0.02% 311
2021
Q1 		$67K Sell
1,048
-263
-20% -$15.7K 0.02% 285
2020
Q4 		$73K Buy
+1,311
New +$67.7K 0.06% 164

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

Concord Wealth Partners's DOW Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Dow Inc (DOW) in Q2 2026: 1,218 shares worth $33.3K. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DOW as recently as Q4 2025.

Concord Wealth Partners first reported a position in DOW in Q4 2020 and has held it in 21 quarters since. The position peaked at $90.7K in Q4 2024. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Concord Wealth Partners held 1,218 shares of Dow Inc worth $33.3K as of Q2 2026.
  • Dow Inc was a new Concord Wealth Partners position in Q2 2026.
  • Dow Inc made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #420 holding.
  • Concord Wealth Partners first reported a position in Dow Inc in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Dow Inc position peaked at $90.7K in Q4 2024.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.