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Consultiva Wealth Management’s Dow Inc DOW Stock Holding History

Consultiva Wealth Management’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 		$115K Sell
2,761
-500
-15% -$15.9K 0.33% 50
2025
Q4 		$76.2K Hold
3,261
– – 0.21% 72
2025
Q3 		$74.8K Hold
3,261
– – 0.21% 76
2025
Q2 		$86.4K Sell
3,261
-150
-4% -$4.36K 0.27% 66
2025
Q1 		$119K Buy
3,411
+1,933
+131% +$74.2K 0.41% 44
2024
Q4 		$59.3K Buy
+1,478
New +$69K 0.3% 52

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

Consultiva Wealth Management's DOW Position: Q1 2026 in Review

Consultiva Wealth Management reduced its Dow Inc (DOW) stake by 15% in Q1 2026, selling an estimated $15.9K and leaving 2,761 shares worth $115K. The position accounts for 0.33% of the portfolio, ranked #50.

Consultiva Wealth Management first reported a position in DOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $119K in Q1 2025. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Consultiva Wealth Management held 2,761 shares of Dow Inc worth $115K as of Q1 2026.
  • Consultiva Wealth Management sold 500 Dow Inc shares in Q1 2026, an estimated $15.9K.
  • Dow Inc made up 0.33% of Consultiva Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Consultiva Wealth Management first reported a position in Dow Inc in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Dow Inc position peaked at $119K in Q1 2025.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.