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EP Wealth Advisors’s Dow Inc DOW Stock Holding History

EP Wealth Advisors’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
-11,195
Closed -$466K – 1762
2026
Q1 		$466K Buy
+11,195
New +$355K ﹤0.01% 924
2025
Q2 		$345K Sell
13,011
-1,371
-10% -$39.9K ﹤0.01% 939
2025
Q1 		$502K Sell
14,382
-3,303
-19% -$127K ﹤0.01% 708
2024
Q4 		$710K Sell
17,685
-4,236
-19% -$198K 0.01% 589
2024
Q3 		$1.2M Buy
21,921
+5,346
+32% +$282K 0.01% 456
2024
Q2 		$879K Sell
16,575
-203
-1% -$11.6K 0.01% 419
2024
Q1 		$972K Sell
16,778
-612
-4% -$33.8K 0.01% 383
2023
Q4 		$954K Sell
17,390
-504
-3% -$25.8K 0.01% 374
2023
Q3 		$923K Sell
17,894
-4,980
-22% -$267K 0.01% 345
2023
Q2 		$944K Buy
22,874
+49
+0.2% +$2.6K 0.01% 345
2023
Q1 		$3.47M Buy
22,825
+6,192
+37% +$348K 0.06% 170
2022
Q4 		$838K Buy
16,633
+2,368
+17% +$116K 0.02% 311
2022
Q3 		$627K Sell
14,265
-5,446
-28% -$276K 0.01% 269
2022
Q2 		$1.02M Buy
19,711
+1,018
+5% +$65.2K 0.02% 256
2022
Q1 		$1.19M Buy
18,693
+1,709
+10% +$103K 0.03% 252
2021
Q4 		$963K Buy
16,984
+4,448
+35% +$254K 0.02% 263
2021
Q3 		$722K Buy
12,536
+2,052
+20% +$126K 0.02% 275
2021
Q2 		$663K Buy
10,484
+278
+3% +$18.4K 0.02% 292
2021
Q1 		$653K Buy
10,206
+2,053
+25% +$123K 0.02% 277
2020
Q4 		$452K Buy
+8,153
New +$421K 0.02% 281
2020
Q1 		– Sell
-25,000
Closed -$1.37M – 386
2019
Q4 		$1.37M Sell
25,000
-1,649
-6% -$85.2K 0.06% 157
2019
Q3 		$1.27M Sell
26,649
-1,261
-5% -$59K 0.06% 127
2019
Q2 		$1.38M Buy
+27,910
New +$1.47M 0.09% 100

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

EP Wealth Advisors's DOW Position: Q2 2026 in Review

EP Wealth Advisors sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 11,195 shares — an estimated $466K sold.

EP Wealth Advisors first reported a position in DOW in Q2 2019 and held it in 23 quarters. The position peaked at $3.47M in Q1 2023. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • EP Wealth Advisors reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 11,195 Dow Inc shares in Q2 2026, an estimated $466K.
  • EP Wealth Advisors first reported a position in Dow Inc in Q2 2019 and held it in 23 quarters.
  • EP Wealth Advisors's Dow Inc position peaked at $3.47M in Q1 2023.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.