Envestnet Portfolio Solutions’s Dow Inc DOW Stock Holding History

Envestnet Portfolio Solutions’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	$1.67M	Buy	61,015 +6,384	+12%	+$232K	0.01%	542
2026 Q1	$2.28M	Buy	54,631 +2,972	+6%	+$94.3K	0.01%	427
2025 Q4	$1.21M	Sell	51,659 -8,979	-15%	-$206K	﹤0.01%	696
2025 Q3	$1.39M	Sell	60,638 -4,143	-6%	-$103K	0.01%	631
2025 Q2	$1.72M	Sell	64,781 -31,825	-33%	-$926K	0.01%	608
2025 Q1	$3.37M	Buy	96,606 +11,410	+13%	+$438K	0.01%	457
2024 Q4	$3.42M	Sell	85,196 -6,215	-7%	-$290K	0.01%	500
2024 Q3	$4.99M	Buy	91,411 +7,190	+9%	+$380K	0.02%	391
2024 Q2	$4.47M	Buy	84,221 +50,112	+147%	+$2.86M	0.02%	395
2024 Q1	$1.98M	Buy	34,109 +6,504	+24%	+$359K	0.01%	641
2023 Q4	$1.51M	Sell	27,605 -2,318	-8%	-$118K	0.01%	673
2023 Q3	$1.54M	Buy	+29,923	New	+$1.61M	0.01%	627

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

Envestnet Portfolio Solutions's DOW Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Dow Inc (DOW) stake by 12% in Q2 2026, buying an estimated $232K and bringing the position to 61,015 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #542.

Envestnet Portfolio Solutions first reported a position in DOW in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.99M in Q3 2024. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Envestnet Portfolio Solutions held 61,015 shares of Dow Inc worth $1.67M as of Q2 2026.
Envestnet Portfolio Solutions bought 6,384 Dow Inc shares in Q2 2026, an estimated $232K.
Dow Inc made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #542 holding.
Envestnet Portfolio Solutions first reported a position in Dow Inc in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Dow Inc position peaked at $4.99M in Q3 2024.
1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.