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Exencial Wealth Advisors’s Dow Inc DOW Stock Holding History

Exencial 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 		$229K Buy
+5,496
New +$174K 0.01% 531
2025
Q2 		– Sell
-6,972
Closed -$243K – 498
2025
Q1 		$243K Buy
6,972
+87
+1% +$3.34K 0.01% 459
2024
Q4 		$276K Sell
6,885
-188
-3% -$8.77K 0.01% 438
2024
Q3 		$386K Sell
7,073
-183
-3% -$9.66K 0.01% 400
2024
Q2 		$385K Buy
7,256
+69
+1% +$3.94K 0.01% 397
2024
Q1 		$416K Sell
7,187
-1,042
-13% -$57.6K 0.02% 389
2023
Q4 		$451K Buy
8,229
+90
+1% +$4.6K 0.02% 355
2023
Q3 		$420K Sell
8,139
-91
-1% -$4.88K 0.02% 315
2023
Q2 		$438K Buy
8,230
+448
+6% +$23.8K 0.02% 314
2023
Q1 		$427K Sell
7,782
-45
-0.6% -$2.53K 0.02% 303
2022
Q4 		$394K Buy
7,827
+2,990
+62% +$146K 0.02% 324
2022
Q3 		$212K Sell
4,837
-317
-6% -$16.1K 0.01% 395
2022
Q2 		$266K Buy
5,154
+169
+3% +$10.8K 0.02% 362
2022
Q1 		$318K Sell
4,985
-306
-6% -$18.5K 0.02% 353
2021
Q4 		$300K Buy
5,291
+1,549
+41% +$88.3K 0.01% 389
2021
Q3 		$215K Sell
3,742
-2,538
-40% -$155K 0.01% 308
2021
Q2 		$397K Buy
6,280
+2,746
+78% +$181K 0.02% 347
2021
Q1 		$226K Buy
+3,534
New +$211K 0.01% 401
2020
Q4 		– Sell
-19,475
Closed -$917K – 385
2020
Q3 		$917K Buy
19,475
+6,427
+49% +$289K 0.05% 206
2020
Q2 		$532K Buy
+13,048
New +$478K 0.05% 213

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Exencial Wealth Advisors opened a new position in Dow Inc (DOW) in Q1 2026: 5,496 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Exencial Wealth Advisors previously reported a position in DOW as recently as Q1 2025.

Exencial Wealth Advisors first reported a position in DOW in Q2 2020 and has held it in 20 quarters since. The position peaked at $917K in Q3 2020. 1,315 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Exencial Wealth Advisors held 5,496 shares of Dow Inc worth $229K as of Q1 2026.
  • Dow Inc was a new Exencial Wealth Advisors position in Q1 2026.
  • Dow Inc made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #531 holding.
  • Exencial Wealth Advisors first reported a position in Dow Inc in Q2 2020 and has held it in 20 quarters since.
  • Exencial Wealth Advisors's Dow Inc position peaked at $917K in Q3 2020.
  • 1,315 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.