Cyndeo Wealth Partners’s Dow Inc DOW Stock Holding History

Cyndeo 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	$213K	Buy	+5,113	New	+$162K	0.01%	462
2025 Q3	–	Sell	-9,502	Closed	-$252K	–	483
2025 Q2	$252K	Sell	9,502 -413	-4%	-$12K	0.01%	420
2025 Q1	$346K	Sell	9,915 -41	-0.4%	-$1.57K	0.02%	341
2024 Q4	$400K	Buy	+9,956	New	+$465K	0.03%	328
2024 Q1	–	Sell	-4,147	Closed	-$227K	–	386
2023 Q4	$227K	Sell	4,147 -72,284	-95%	-$3.69M	0.02%	340
2023 Q3	$3.94M	Buy	76,431 +2,771	+4%	+$149K	0.41%	82
2023 Q2	$3.92M	Buy	+73,660	New	+$3.92M	0.41%	78

Other funds holding DOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Cyndeo Wealth Partners opened a new position in Dow Inc (DOW) in Q1 2026: 5,113 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Cyndeo Wealth Partners previously reported a position in DOW as recently as Q2 2025.

Cyndeo Wealth Partners first reported a position in DOW in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.94M in Q3 2023. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Cyndeo Wealth Partners held 5,113 shares of Dow Inc worth $213K as of Q1 2026.
Dow Inc was a new Cyndeo Wealth Partners position in Q1 2026.
Dow Inc made up 0.01% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #462 holding.
Cyndeo Wealth Partners first reported a position in Dow Inc in Q2 2023 and has held it in 7 quarters since.
Cyndeo Wealth Partners's Dow Inc position peaked at $3.94M in Q3 2023.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.