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Heritage Wealth Advisors’s Dow Inc DOW Stock Holding History

Heritage 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
Q2 		$8.73K Sell
319
-200
-39% -$7.26K ﹤0.01% 531
2026
Q1 		$21.6K Buy
519
+200
+63% +$6.34K ﹤0.01% 429
2025
Q4 		$7.46K Hold
319
– – ﹤0.01% 470
2025
Q3 		$7.32K Hold
319
– – ﹤0.01% 447
2025
Q2 		$8.45K Hold
319
– – ﹤0.01% 433
2025
Q1 		$11.1K Sell
319
-89
-22% -$3.42K ﹤0.01% 416
2024
Q4 		$16.4K Sell
408
-43
-10% -$2.01K ﹤0.01% 400
2024
Q3 		$24.6K Sell
451
-193
-30% -$10.2K ﹤0.01% 383
2024
Q2 		$34.2K Sell
644
-726
-53% -$41.5K ﹤0.01% 343
2024
Q1 		$79.4K Hold
1,370
– – ﹤0.01% 278
2023
Q4 		$75.1K Buy
1,370
+266
+24% +$13.6K ﹤0.01% 295
2023
Q3 		$56.9K Hold
1,104
– – ﹤0.01% 289
2023
Q2 		$58.8K Hold
1,104
– – ﹤0.01% 299
2023
Q1 		$60.5K Hold
1,104
– – ﹤0.01% 296
2022
Q4 		$55.6K Hold
1,104
– – ﹤0.01% 313
2022
Q3 		$48.5K Hold
1,104
– – ﹤0.01% 301
2022
Q2 		$57K Hold
1,104
– – ﹤0.01% 315
2022
Q1 		$70K Buy
1,104
+1
+0.1% +$60 ﹤0.01% 284
2021
Q4 		$63K Sell
1,103
-170
-13% -$9.69K ﹤0.01% 307
2021
Q3 		$73.3K Hold
1,273
– – ﹤0.01% 286
2021
Q2 		$80.6K Hold
1,273
– – 0.01% 277
2021
Q1 		$81.4K Buy
1,273
+153
+14% +$9.16K ﹤0.01% 281
2020
Q4 		$62K Sell
1,120
-36
-3% -$1.86K ﹤0.01% 303
2020
Q3 		$54.4K Buy
1,156
+53
+5% +$2.38K 0.01% 260
2020
Q2 		$45K Hold
1,103
– – 0.01% 262
2020
Q1 		$32.3K Sell
1,103
-2,273
-67% -$96.6K 0.01% 276
2019
Q4 		$185K Buy
3,376
+421
+14% +$21.8K 0.02% 175
2019
Q3 		$140K Sell
2,955
-342
-10% -$16K 0.02% 187
2019
Q2 		$163K Buy
+3,297
New +$174K 0.02% 158

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

Heritage Wealth Advisors's DOW Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Dow Inc (DOW) stake by 39% in Q2 2026, selling an estimated $7.26K and leaving 319 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Heritage Wealth Advisors first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $185K in Q4 2019. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Heritage Wealth Advisors held 319 shares of Dow Inc worth $8.73K as of Q2 2026.
  • Heritage Wealth Advisors sold 200 Dow Inc shares in Q2 2026, an estimated $7.26K.
  • Dow Inc made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #531 holding.
  • Heritage Wealth Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Heritage Wealth Advisors's Dow Inc position peaked at $185K in Q4 2019.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.