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Evermay Wealth Management’s Dow Inc DOW Stock Holding History

Evermay Wealth 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
Q2 		$4.49K Buy
164
+79
+93% +$2.87K ﹤0.01% 565
2026
Q1 		$3.54K Hold
85
– – ﹤0.01% 525
2025
Q4 		$1.99K Hold
85
– – ﹤0.01% 516
2025
Q3 		$1.95K Hold
85
– – ﹤0.01% 497
2025
Q2 		$2.25K Hold
85
– – ﹤0.01% 499
2025
Q1 		$2.97K Buy
+85
New +$3.26K ﹤0.01% 504
2024
Q1 		– Sell
-48
Closed -$2.63K – 639
2023
Q4 		$2.63K Sell
48
-350
-88% -$17.9K ﹤0.01% 505
2023
Q3 		$20.5K Hold
398
– – ﹤0.01% 377
2023
Q2 		$21.2K Hold
398
– – ﹤0.01% 373
2023
Q1 		$21.8K Hold
398
– – ﹤0.01% 362
2022
Q4 		$20.1K Hold
398
– – ﹤0.01% 365
2022
Q3 		$17K Sell
398
-1,000
-72% -$50.7K ﹤0.01% 353
2022
Q2 		$72K Hold
1,398
– – 0.01% 244
2022
Q1 		$89K Sell
1,398
-1,125
-45% -$67.9K 0.01% 261
2021
Q4 		$143K Buy
2,523
+525
+26% +$29.9K 0.03% 195
2021
Q3 		$115K Sell
1,998
-1,442
-42% -$88.3K 0.02% 207
2021
Q2 		$218K Buy
3,440
+250
+8% +$16.5K 0.04% 166
2021
Q1 		$204K Buy
+3,190
New +$191K 0.04% 171

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

Evermay Wealth Management's DOW Position: Q2 2026 in Review

Evermay Wealth Management increased its Dow Inc (DOW) stake by 93% in Q2 2026, buying an estimated $2.87K and bringing the position to 164 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Evermay Wealth Management first reported a position in DOW in Q1 2021 and has held it in 18 quarters since. The position peaked at $218K in Q2 2021. 1,204 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Evermay Wealth Management held 164 shares of Dow Inc worth $4.49K as of Q2 2026.
  • Evermay Wealth Management bought 79 Dow Inc shares in Q2 2026, an estimated $2.87K.
  • Dow Inc made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #565 holding.
  • Evermay Wealth Management first reported a position in Dow Inc in Q1 2021 and has held it in 18 quarters since.
  • Evermay Wealth Management's Dow Inc position peaked at $218K in Q2 2021.
  • 1,204 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.