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 Q2	–	Sell	-5,113	Closed	-$213K	–	520
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Cyndeo Wealth Partners's DOW Position: Q2 2026 in Review

Cyndeo Wealth Partners sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 5,113 shares — an estimated $213K sold.

Cyndeo Wealth Partners first reported a position in DOW in Q2 2023 and held it in 7 quarters. The position peaked at $3.94M in Q3 2023. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Cyndeo Wealth Partners reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 5,113 Dow Inc shares in Q2 2026, an estimated $213K.
Cyndeo Wealth Partners first reported a position in Dow Inc in Q2 2023 and held it in 7 quarters.
Cyndeo Wealth Partners's Dow Inc position peaked at $3.94M in Q3 2023.
1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.