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HB Wealth Management’s Dow Inc DOW Stock Holding History

HB 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 		$1.28M Buy
46,777
+5,987
+15% +$217K 0.01% 639
2026
Q1 		$1.7M Buy
40,790
+15,389
+61% +$488K 0.01% 475
2025
Q4 		$594K Buy
25,401
+7,909
+45% +$182K ﹤0.01% 835
2025
Q3 		$401K Sell
17,492
-262
-1% -$6.53K ﹤0.01% 946
2025
Q2 		$470K Sell
17,754
-2,916
-14% -$84.8K ﹤0.01% 764
2025
Q1 		$722K Buy
20,670
+7,982
+63% +$307K 0.01% 646
2024
Q4 		$509K Buy
12,688
+2,222
+21% +$104K 0.01% 615
2024
Q3 		$572K Sell
10,466
-907
-8% -$47.9K 0.01% 545
2024
Q2 		$603K Buy
11,373
+50
+0.4% +$2.86K 0.01% 485
2024
Q1 		$656K Sell
11,323
-1,501
-12% -$82.9K 0.01% 428
2023
Q4 		$703K Sell
12,824
-5,556
-30% -$284K 0.01% 381
2023
Q3 		$948K Buy
18,380
+3,365
+22% +$181K 0.02% 301
2023
Q2 		$800K Sell
15,015
-450
-3% -$23.9K 0.01% 327
2023
Q1 		$848K Buy
15,465
+920
+6% +$51.8K 0.01% 310
2022
Q4 		$733K Buy
14,545
+2,870
+25% +$140K 0.01% 326
2022
Q3 		$513K Buy
11,675
+1,102
+10% +$55.9K 0.01% 333
2022
Q2 		$546K Buy
10,573
+5,120
+94% +$328K 0.01% 330
2022
Q1 		$347K Buy
5,453
+1,736
+47% +$105K 0.01% 420
2021
Q4 		$211K Buy
+3,717
New +$212K ﹤0.01% 478

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

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

HB Wealth Management increased its Dow Inc (DOW) stake by 15% in Q2 2026, buying an estimated $217K and bringing the position to 46,777 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #639.

HB Wealth Management first reported a position in DOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • HB Wealth Management held 46,777 shares of Dow Inc worth $1.28M as of Q2 2026.
  • HB Wealth Management bought 5,987 Dow Inc shares in Q2 2026, an estimated $217K.
  • Dow Inc made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #639 holding.
  • HB Wealth Management first reported a position in Dow Inc in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Dow Inc position peaked at $1.7M in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.