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Dakota Wealth Management’s Dow Inc DOW Stock Holding History

Dakota 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 		$6.16M Buy
+147,886
New +$4.69M 0.13% 150
2025
Q2 		– Sell
-20,271
Closed -$708K – 777
2025
Q1 		$708K Buy
20,271
+2,041
+11% +$78.4K 0.02% 444
2024
Q4 		$732K Sell
18,230
-1,181
-6% -$55.1K 0.02% 428
2024
Q3 		$1.06M Sell
19,411
-864
-4% -$45.6K 0.02% 359
2024
Q2 		$1.08M Buy
20,275
+308
+2% +$17.6K 0.03% 355
2024
Q1 		$1.16M Buy
+19,967
New +$1.1M 0.03% 346
2023
Q3 		– Sell
-5,331
Closed -$284K – 667
2023
Q2 		$284K Buy
+5,331
New +$283K 0.01% 493
2022
Q4 		– Sell
-7,203
Closed -$316K – 606
2022
Q3 		$316K Buy
7,203
+574
+9% +$29.1K 0.03% 414
2022
Q2 		$343K Buy
+6,629
New +$425K 0.03% 350
2021
Q4 		– Sell
-4,087
Closed -$235K – 393
2021
Q3 		$235K Sell
4,087
-15,519
-79% -$950K 0.03% 312
2021
Q2 		$1.24M Sell
19,606
-82,570
-81% -$5.45M 0.15% 140
2021
Q1 		$6.53M Buy
102,176
+81,124
+385% +$4.85M 0.86% 29
2020
Q4 		$1.17M Buy
21,052
+9,232
+78% +$477K 0.15% 136
2020
Q3 		$556K Buy
+11,820
New +$531K 0.09% 166
2019
Q3 		– Sell
-13,762
Closed -$679K – 317
2019
Q2 		$679K Buy
+13,762
New +$727K 0.13% 150

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

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

Dakota Wealth Management opened a new position in Dow Inc (DOW) in Q1 2026: 147,886 shares worth $6.16M. The stake represents 0.13% of the portfolio and ranks #150 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in DOW as recently as Q1 2025.

Dakota Wealth Management first reported a position in DOW in Q2 2019 and has held it in 15 quarters since. The position peaked at $6.53M in Q1 2021. 1,306 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Dakota Wealth Management held 147,886 shares of Dow Inc worth $6.16M as of Q1 2026.
  • Dow Inc was a new Dakota Wealth Management position in Q1 2026.
  • Dow Inc made up 0.13% of Dakota Wealth Management's portfolio in Q1 2026, its #150 holding.
  • Dakota Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 15 quarters since.
  • Dakota Wealth Management's Dow Inc position peaked at $6.53M in Q1 2021.
  • 1,306 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.