CW
DOW icon

CreativeOne Wealth’s Dow Inc DOW Stock Holding History

CreativeOne Wealth’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 		$360K Sell
8,643
-126,050
-94% -$4M 0.01% 911
2025
Q4 		$3.15M Buy
134,693
+26,186
+24% +$602K 0.08% 241
2025
Q3 		$2.49M Buy
108,507
+24,722
+30% +$616K 0.06% 291
2025
Q2 		$2.22M Buy
83,785
+8,403
+11% +$244K 0.06% 317
2025
Q1 		$2.63M Buy
75,382
+37,007
+96% +$1.42M 0.08% 247
2024
Q4 		$1.54M Buy
38,375
+8,395
+28% +$392K 0.05% 347
2024
Q3 		$1.64M Buy
29,980
+10,605
+55% +$560K 0.06% 306
2024
Q2 		$1.03M Buy
19,375
+3,905
+25% +$223K 0.05% 320
2024
Q1 		$897K Buy
15,470
+5,471
+55% +$302K 0.04% 404
2023
Q4 		$548K Buy
9,999
+1,723
+21% +$88K 0.04% 350
2023
Q3 		$427K Buy
8,276
+458
+6% +$24.6K 0.03% 363
2023
Q2 		$416K Buy
7,818
+1,789
+30% +$95.1K 0.02% 545
2023
Q1 		$330K Buy
6,029
+1,082
+22% +$60.9K 0.02% 602
2022
Q4 		$249K Buy
+4,947
New +$242K 0.01% 638
2022
Q3 		– Sell
-3,997
Closed -$206K – 710
2022
Q2 		$206K Sell
3,997
-475
-11% -$30.4K 0.01% 675
2022
Q1 		$285K Buy
4,472
+446
+11% +$26.9K 0.01% 594
2021
Q4 		$228K Buy
+4,026
New +$230K 0.01% 673
2021
Q3 		– Sell
-3,504
Closed -$222K – 701
2021
Q2 		$222K Sell
3,504
-252
-7% -$16.6K 0.01% 623
2021
Q1 		$240K Buy
+3,756
New +$225K 0.02% 499

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

CreativeOne Wealth's DOW Position: Q1 2026 in Review

CreativeOne Wealth reduced its Dow Inc (DOW) stake by 94% in Q1 2026, selling an estimated $4M and leaving 8,643 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #911.

CreativeOne Wealth first reported a position in DOW in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.15M in Q4 2025. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • CreativeOne Wealth held 8,643 shares of Dow Inc worth $360K as of Q1 2026.
  • CreativeOne Wealth sold 126,050 Dow Inc shares in Q1 2026, an estimated $4M.
  • Dow Inc made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #911 holding.
  • CreativeOne Wealth first reported a position in Dow Inc in Q1 2021 and has held it in 19 quarters since.
  • CreativeOne Wealth's Dow Inc position peaked at $3.15M in Q4 2025.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.