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Greenwich Wealth Management’s Dow Inc DOW Stock Holding History

Greenwich 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 		$1.29M Sell
47,331
-3,967
-8% -$144K 0.05% 141
2026
Q1 		$2.14M Sell
51,298
-1,598
-3% -$50.7K 0.09% 113
2025
Q4 		$1.24M Buy
52,896
+1,894
+4% +$43.5K 0.06% 141
2025
Q3 		$1.17M Buy
51,002
+3,517
+7% +$87.6K 0.06% 138
2025
Q2 		$1.26M Buy
47,485
+1,126
+2% +$32.8K 0.06% 117
2025
Q1 		$1.62M Buy
46,359
+1,011
+2% +$38.8K 0.12% 92
2024
Q4 		$1.82M Buy
45,348
+2,454
+6% +$114K 0.13% 83
2024
Q3 		$2.34M Buy
42,894
+125
+0.3% +$6.6K 0.16% 73
2024
Q2 		$2.27M Buy
42,769
+59
+0.1% +$3.37K 0.17% 69
2024
Q1 		$2.47M Buy
42,710
+89
+0.2% +$4.92K 0.2% 69
2023
Q4 		$2.34M Sell
42,621
-588
-1% -$30K 0.23% 63
2023
Q3 		$2.23M Buy
43,209
+161
+0.4% +$8.64K 0.24% 55
2023
Q2 		$2.29M Sell
43,048
-338
-0.8% -$18K 0.24% 65
2023
Q1 		$2.38M Sell
43,386
-380
-0.9% -$21.4K 0.26% 60
2022
Q4 		$2.21M Buy
+43,766
New +$2.14M 0.24% 65
2019
Q3 		– Sell
-39,885
Closed -$1.97M – 186
2019
Q2 		$1.97M Buy
+39,885
New +$2.11M 0.34% 53

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Greenwich Wealth Management's DOW Position: Q2 2026 in Review

Greenwich Wealth Management reduced its Dow Inc (DOW) stake by 7.7% in Q2 2026, selling an estimated $144K and leaving 47,331 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #141.

Greenwich Wealth Management first reported a position in DOW in Q2 2019 and has held it in 16 quarters since. The position peaked at $2.47M in Q1 2024. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Greenwich Wealth Management held 47,331 shares of Dow Inc worth $1.29M as of Q2 2026.
  • Greenwich Wealth Management sold 3,967 Dow Inc shares in Q2 2026, an estimated $144K.
  • Dow Inc made up 0.05% of Greenwich Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Greenwich Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 16 quarters since.
  • Greenwich Wealth Management's Dow Inc position peaked at $2.47M in Q1 2024.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.