CWP
DOW icon

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
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 $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

Concord Wealth Partners's DOW Position: Q1 2026 in Review

Concord Wealth Partners sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 875 shares — an estimated $20.4K sold.

Concord Wealth Partners first reported a position in DOW in Q4 2020 and held it in 20 quarters. The position peaked at $90.7K in Q4 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Concord Wealth Partners reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 875 Dow Inc shares in Q1 2026, an estimated $20.4K.
  • Concord Wealth Partners first reported a position in Dow Inc in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Dow Inc position peaked at $90.7K in Q4 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.