Golden State Wealth Management’s Dow Inc DOW Stock Holding History

Golden State 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	$12.4K	Buy	451 +153	+51%	+$5.55K	﹤0.01%	1067
2026 Q1	$12.4K	Sell	298 -47	-14%	-$1.49K	﹤0.01%	1045
2025 Q4	$8.07K	Hold	345	–	–	﹤0.01%	1159
2025 Q3	$7.91K	Sell	345 -98	-22%	-$2.44K	﹤0.01%	1157
2025 Q2	$11.7K	Hold	443	–	–	﹤0.01%	1036
2025 Q1	$15.5K	Sell	443 -1,119	-72%	-$43K	﹤0.01%	874
2024 Q4	$62.7K	Buy	+1,562	New	+$72.9K	0.01%	537
2020 Q4	–	Sell	-1,815	Closed	-$85K	–	277
2020 Q3	$85K	Buy	+1,815	New	+$81.5K	0.03%	279
2020 Q2	–	Sell	-2,191	Closed	-$80.2K	–	354
2020 Q1	$64K	Buy	+2,191	New	+$93.1K	0.03%	314
2019 Q4	–	Sell	-1,143	Closed	-$54K	–	258
2019 Q3	$54K	Sell	1,143 -75	-6%	-$3.51K	0.02%	407
2019 Q2	$60K	Buy	+1,218	New	+$64.3K	0.02%	411

Other funds holding DOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Golden State Wealth Management's DOW Position: Q2 2026 in Review

Golden State Wealth Management increased its Dow Inc (DOW) stake by 51% in Q2 2026, buying an estimated $5.55K and bringing the position to 451 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Golden State Wealth Management first reported a position in DOW in Q2 2019 and has held it in 11 quarters since. The position peaked at $85K in Q3 2020. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Golden State Wealth Management held 451 shares of Dow Inc worth $12.4K as of Q2 2026.
Golden State Wealth Management bought 153 Dow Inc shares in Q2 2026, an estimated $5.55K.
Dow Inc made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1067 holding.
Golden State Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Dow Inc position peaked at $85K in Q3 2020.
1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.