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Evelyn Partners Investment Management’s Dow Inc DOW Stock Holding History

Evelyn Partners Investment Management’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
Q1 		$163K Hold
3,921
– – ﹤0.01% 213
2025
Q4 		$91.7K Hold
3,921
– – ﹤0.01% 249
2025
Q3 		$89.9K Hold
3,921
– – ﹤0.01% 246
2025
Q2 		$104K Hold
3,921
– – ﹤0.01% 236
2025
Q1 		$137K Hold
3,921
– – ﹤0.01% 218
2024
Q4 		$157K Buy
+3,921
New +$183K 0.01% 207

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Evelyn Partners Investment Management's DOW Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Dow Inc (DOW) position steady in Q1 2026 at 3,921 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Evelyn Partners Investment Management first reported a position in DOW in Q4 2024 and has held it in 6 quarters since. 1,306 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Evelyn Partners Investment Management held 3,921 shares of Dow Inc worth $163K as of Q1 2026.
  • Evelyn Partners Investment Management left its Dow Inc share count unchanged in Q1 2026.
  • Dow Inc made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #213 holding.
  • Evelyn Partners Investment Management first reported a position in Dow Inc in Q4 2024 and has held it in 6 quarters since.
  • 1,306 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.