Concord Wealth Partners
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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
Q3 		$22.5K Sell
818
-400
-33% -$11.9K ﹤0.01% 446
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% -$9.9K ﹤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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Concord Wealth Partners's DOW Position: Q3 2026 in Review

Concord Wealth Partners reduced its Dow Inc (DOW) stake by 33% in Q3 2026, selling an estimated $11.9K and leaving 818 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Concord Wealth Partners first reported a position in DOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $90.7K in Q4 2024. 623 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Concord Wealth Partners held 818 shares of Dow Inc worth $22.5K as of Q3 2026.
  • Concord Wealth Partners sold 400 Dow Inc shares in Q3 2026, an estimated $11.9K.
  • Dow Inc made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #446 holding.
  • Concord Wealth Partners first reported a position in Dow Inc in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Dow Inc position peaked at $90.7K in Q4 2024.
  • 623 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.