EWP
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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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return