EWA
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EverSource Wealth Advisors’s Dow Inc DOW Stock Holding History

EverSource Wealth Advisors’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 		$564K Buy
13,534
+10,534
+351% +$334K 0.02% 557
2025
Q4 		$70.1K Sell
3,000
-1,793
-37% -$41.2K ﹤0.01% 1508
2025
Q3 		$110K Sell
4,793
-1,581
-25% -$39.4K ﹤0.01% 1229
2025
Q2 		$169K Buy
6,374
+2,624
+70% +$76.3K 0.01% 940
2025
Q1 		$131K Sell
3,750
-4
-0.1% -$154 0.01% 813
2024
Q4 		$151K Buy
3,754
+1,044
+39% +$48.7K 0.01% 765
2024
Q3 		$148K Buy
2,710
+62
+2% +$3.27K 0.01% 659
2024
Q2 		$144K Buy
2,648
+254
+11% +$14.5K 0.01% 673
2024
Q1 		$136K Sell
2,394
-301
-11% -$16.6K 0.01% 609
2023
Q4 		$148K Buy
2,695
+221
+9% +$11.3K 0.01% 512
2023
Q3 		$128K Sell
2,474
-15
-0.6% -$805 0.01% 494
2023
Q2 		$133K Sell
2,489
-249
-9% -$13.2K 0.01% 487
2023
Q1 		$150K Sell
2,738
-72
-3% -$4.05K 0.02% 436
2022
Q4 		$142K Buy
2,810
+2,126
+311% +$104K 0.02% 420
2022
Q3 		$30K Sell
684
-647
-49% -$32.8K 0.01% 763
2022
Q2 		$68K Buy
1,331
+4
+0.3% +$256 0.02% 509
2022
Q1 		$84K Buy
1,327
+923
+228% +$55.7K 0.02% 363
2021
Q4 		$24K Buy
+404
New +$23K 0.01% 610

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

EverSource Wealth Advisors's DOW Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Dow Inc (DOW) stake by 351% in Q1 2026, buying an estimated $334K and bringing the position to 13,534 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #557.

EverSource Wealth Advisors first reported a position in DOW in Q4 2021 and has held it in 18 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • EverSource Wealth Advisors held 13,534 shares of Dow Inc worth $564K as of Q1 2026.
  • EverSource Wealth Advisors bought 10,534 Dow Inc shares in Q1 2026, an estimated $334K.
  • Dow Inc made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #557 holding.
  • EverSource Wealth Advisors first reported a position in Dow Inc in Q4 2021 and has held it in 18 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.