DWM
DOW icon

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
Q2 		– Sell
-147,886
Closed -$6.16M – 799
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dakota Wealth Management's DOW Position: Q2 2026 in Review

Dakota Wealth Management sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 147,886 shares — an estimated $6.16M sold.

Dakota Wealth Management first reported a position in DOW in Q2 2019 and held it in 15 quarters. The position peaked at $6.53M in Q1 2021. 1,205 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Dakota Wealth Management reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 147,886 Dow Inc shares in Q2 2026, an estimated $6.16M.
  • Dakota Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 15 quarters.
  • Dakota Wealth Management's Dow Inc position peaked at $6.53M in Q1 2021.
  • 1,205 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.