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Elevation Wealth Partners’s Dow Inc DOW Stock Holding History

Elevation 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 		$985 Sell
36
-184
-84% -$6.68K ﹤0.01% 1258
2026
Q1 		$9.16K Buy
220
+184
+511% +$5.83K ﹤0.01% 533
2025
Q4 		$842 Buy
36
+1
+3% +$23 ﹤0.01% 875
2025
Q3 		$803 Buy
+35
New +$872 ﹤0.01% 760
2025
Q2 		– Sell
-908
Closed -$31.7K – 493
2025
Q1 		$31.7K Buy
908
+6
+0.7% +$230 0.01% 275
2024
Q4 		$36.2K Sell
902
-116
-11% -$5.41K 0.02% 265
2024
Q3 		$55.6K Sell
1,018
-147
-13% -$7.76K 0.02% 209
2024
Q2 		$61.8K Sell
1,165
-23
-2% -$1.31K 0.03% 198
2024
Q1 		$68.8K Buy
1,188
+16
+1% +$884 0.03% 194
2023
Q4 		$60.4K Buy
1,172
+560
+92% +$28.6K 0.04% 193
2023
Q3 		$31.5K Buy
612
+8
+1% +$429 0.03% 178
2023
Q2 		$32.2K Buy
604
+8
+1% +$425 0.03% 187
2023
Q1 		$32.7K Buy
+596
New +$33.5K 0.03% 190

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

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

Elevation Wealth Partners reduced its Dow Inc (DOW) stake by 84% in Q2 2026, selling an estimated $6.68K and leaving 36 shares worth $985. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Elevation Wealth Partners first reported a position in DOW in Q1 2023 and has held it in 13 quarters since. The position peaked at $68.8K in Q1 2024. 1,204 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Elevation Wealth Partners held 36 shares of Dow Inc worth $985 as of Q2 2026.
  • Elevation Wealth Partners sold 184 Dow Inc shares in Q2 2026, an estimated $6.68K.
  • Dow Inc made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1258 holding.
  • Elevation Wealth Partners first reported a position in Dow Inc in Q1 2023 and has held it in 13 quarters since.
  • Elevation Wealth Partners's Dow Inc position peaked at $68.8K in Q1 2024.
  • 1,204 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.