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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Evermay Wealth Management's DOW Position: Q1 2026 in Review

Evermay Wealth Management held its Dow Inc (DOW) position steady in Q1 2026 at 85 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Evermay Wealth Management first reported a position in DOW in Q1 2021 and has held it in 17 quarters since. The position peaked at $218K in Q2 2021. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Evermay Wealth Management held 85 shares of Dow Inc worth $3.54K as of Q1 2026.
Evermay Wealth Management left its Dow Inc share count unchanged in Q1 2026.
Dow Inc made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #525 holding.
Evermay Wealth Management first reported a position in Dow Inc in Q1 2021 and has held it in 17 quarters since.
Evermay Wealth Management's Dow Inc position peaked at $218K in Q2 2021.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.