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Diversify Advisory Services’s Dow Inc DOW Stock Holding History

Diversify Advisory Services’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
-38,363
Closed -$1.52M – 1288
2026
Q1 		$1.52M Sell
38,363
-1,190
-3% -$37.7K 0.23% 44
2025
Q4 		$1.09M Buy
39,553
+1,668
+4% +$38.3K 0.03% 382
2025
Q3 		$880K Buy
37,885
+17,955
+90% +$447K 0.03% 402
2025
Q2 		$433K Buy
19,930
+12,106
+155% +$352K 0.02% 581
2025
Q1 		$240K Sell
7,824
-2,668
-25% -$102K 0.02% 566
2024
Q4 		$404K Buy
10,492
+2,744
+35% +$128K 0.02% 406
2024
Q3 		$403K Sell
7,748
-646
-8% -$34.1K 0.02% 415
2024
Q2 		$433K Sell
8,394
-4,712
-36% -$269K 0.02% 409
2024
Q1 		$764K Buy
+13,106
New +$724K 0.05% 308

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

Diversify Advisory Services's DOW Position: Q2 2026 in Review

Diversify Advisory Services sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 38,363 shares — an estimated $1.52M sold.

Diversify Advisory Services first reported a position in DOW in Q1 2024 and held it in 9 quarters. The position peaked at $1.52M in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Diversify Advisory Services reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 38,363 Dow Inc shares in Q2 2026, an estimated $1.52M.
  • Diversify Advisory Services first reported a position in Dow Inc in Q1 2024 and held it in 9 quarters.
  • Diversify Advisory Services's Dow Inc position peaked at $1.52M in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.