Focus Partners Wealth
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Focus Partners Wealth’s Dow Inc DOW Stock Holding History

Focus Partners Wealth’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 		$8.23M Buy
197,664
+88,501
+81% +$2.81M 0.01% 782
2025
Q4 		$2.55M Sell
109,163
-35,533
-25% -$817K ﹤0.01% 1220
2025
Q3 		$3.82M Sell
144,696
-73,252
-34% -$1.83M 0.01% 828
2025
Q2 		$5.77M Sell
217,948
-32,941
-13% -$958K 0.01% 638
2025
Q1 		$8.76M Buy
250,889
+11,301
+5% +$434K 0.02% 498
2024
Q4 		$9.61M Sell
239,588
-12,582
-5% -$587K 0.03% 470
2024
Q3 		$13.8M Sell
252,170
-187,472
-43% -$9.9M 0.04% 346
2024
Q2 		$23.3M Buy
439,642
+318,626
+263% +$18.2M 0.08% 226
2024
Q1 		$7.01M Buy
121,016
+10,584
+10% +$585K 0.06% 259
2023
Q4 		$6.06M Buy
+110,432
New +$5.64M 0.08% 208

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

Focus Partners Wealth's DOW Position: Q1 2026 in Review

Focus Partners Wealth increased its Dow Inc (DOW) stake by 81% in Q1 2026, buying an estimated $2.81M and bringing the position to 197,664 shares worth $8.23M. The position accounts for 0.01% of the portfolio, ranked #782.

Focus Partners Wealth first reported a position in DOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.3M in Q2 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Focus Partners Wealth held 197,664 shares of Dow Inc worth $8.23M as of Q1 2026.
  • Focus Partners Wealth bought 88,501 Dow Inc shares in Q1 2026, an estimated $2.81M.
  • Dow Inc made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #782 holding.
  • Focus Partners Wealth first reported a position in Dow Inc in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Dow Inc position peaked at $23.3M in Q2 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.