Diversify Wealth Management’s Dow Inc DOW Stock Holding History

Diversify 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	-39,393	Closed	-$1.56M	–	1300
2026 Q1	$1.56M	Buy	+39,393	New	+$1.25M	0.03%	456

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

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

Diversify Wealth Management sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 39,393 shares — an estimated $1.56M sold.

Diversify Wealth Management first reported a position in DOW in Q1 2026 and held it in 1 quarter. The position peaked at $1.56M in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Diversify Wealth Management reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
Diversify Wealth Management sold 39,393 Dow Inc shares in Q2 2026, an estimated $1.56M.
Diversify Wealth Management first reported a position in Dow Inc in Q1 2026 and held it in 1 quarter.
Diversify Wealth Management's Dow Inc position peaked at $1.56M in Q1 2026.
1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.