Evelyn Partners
DOW icon

Evelyn Partners’s Dow Inc DOW Stock Holding History

Evelyn 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
Q3 		$230K Sell
8,359
-275
-3% -$8.19K ﹤0.01% 299
2026
Q2 		$236K Buy
+8,634
New +$313K ﹤0.01% 256

Other funds holding DOW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Evelyn Partners's DOW Position: Q3 2026 in Review

Evelyn Partners reduced its Dow Inc (DOW) stake by 3.2% in Q3 2026, selling an estimated $8.19K and leaving 8,359 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Evelyn Partners first reported a position in DOW in Q2 2026 and has held it in 2 quarters since. The position peaked at $236K in Q2 2026. 994 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Evelyn Partners held 8,359 shares of Dow Inc worth $230K as of Q3 2026.
  • Evelyn Partners sold 275 Dow Inc shares in Q3 2026, an estimated $8.19K.
  • Dow Inc made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #299 holding.
  • Evelyn Partners first reported a position in Dow Inc in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Dow Inc position peaked at $236K in Q2 2026.
  • 994 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.