Equitable Trust’s Dow Inc DOW Stock Holding History

Equitable Trust’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	-6,429	Closed	-$268K	–	469
2026 Q1	$268K	Buy	+6,429	New	+$204K	0.01%	421
2025 Q2	–	Sell	-6,637	Closed	-$232K	–	441
2025 Q1	$232K	Sell	6,637 -3,723	-36%	-$143K	0.01%	440
2024 Q4	$416K	Buy	10,360 +500	+5%	+$23.3K	0.02%	356
2024 Q3	$539K	Buy	9,860 +4,661	+90%	+$246K	0.03%	299
2024 Q2	$276K	Hold	5,199	–	–	0.02%	391
2024 Q1	$301K	Buy	+5,199	New	+$287K	0.02%	377
2020 Q1	–	Sell	-4,048	Closed	-$221K	–	309
2019 Q4	$221K	Buy	+4,048	New	+$209K	0.02%	269
2019 Q3	–	Sell	-4,582	Closed	-$225K	–	283
2019 Q2	$225K	Buy	+4,582	New	+$242K	0.02%	262

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

Equitable Trust's DOW Position: Q2 2026 in Review

Equitable Trust sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 6,429 shares — an estimated $268K sold.

Equitable Trust first reported a position in DOW in Q2 2019 and held it in 8 quarters. The position peaked at $539K in Q3 2024. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Equitable Trust reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
Equitable Trust sold 6,429 Dow Inc shares in Q2 2026, an estimated $268K.
Equitable Trust first reported a position in Dow Inc in Q2 2019 and held it in 8 quarters.
Equitable Trust's Dow Inc position peaked at $539K in Q3 2024.
1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.