HA
DOW icon

Herold Advisors’s Dow Inc DOW Stock Holding History

Herold 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 		$434K Buy
15,897
+524
+3% +$19K 0.09% 188
2026
Q1 		$640K Buy
15,373
+2
+0% +$63 0.14% 151
2025
Q4 		$359K Buy
15,371
+6,305
+70% +$145K 0.08% 189
2025
Q3 		$208K Buy
9,066
+1,445
+19% +$36K 0.05% 233
2025
Q2 		$202K Buy
7,621
+553
+8% +$16.1K 0.04% 296
2025
Q1 		$247K Sell
7,068
-195
-3% -$7.49K 0.05% 245
2024
Q4 		$292K Sell
7,263
-197
-3% -$9.19K 0.06% 224
2024
Q3 		$408K Sell
7,460
-97
-1% -$5.12K 0.09% 202
2024
Q2 		$401K Sell
7,557
-297
-4% -$17K 0.09% 199
2024
Q1 		$455K Sell
7,854
-539
-6% -$29.8K 0.11% 189
2023
Q4 		$460K Sell
8,393
-149
-2% -$7.61K 0.13% 166
2023
Q3 		$440K Buy
8,542
+907
+12% +$48.7K 0.13% 169
2023
Q2 		$407K Sell
7,635
-421
-5% -$22.4K 0.12% 174
2023
Q1 		$442K Buy
8,056
+69
+0.9% +$3.88K 0.15% 153
2022
Q4 		$402K Buy
7,987
+204
+3% +$9.97K 0.17% 133
2022
Q3 		$341K Sell
7,783
-46
-0.6% -$2.33K 0.16% 136
2022
Q2 		$404K Buy
7,829
+3
+0% +$192 0.18% 135
2022
Q1 		$499K Buy
7,826
+553
+8% +$33.4K 0.18% 128
2021
Q4 		$412K Sell
7,273
-52
-0.7% -$2.96K 0.16% 142
2021
Q3 		$421K Buy
+7,325
New +$448K 0.16% 137

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

Herold Advisors's DOW Position: Q2 2026 in Review

Herold Advisors increased its Dow Inc (DOW) stake by 3.4% in Q2 2026, buying an estimated $19K and bringing the position to 15,897 shares worth $434K. The position accounts for 0.09% of the portfolio, ranked #188.

Herold Advisors first reported a position in DOW in Q3 2021 and has held it in 20 quarters since. The position peaked at $640K in Q1 2026. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Herold Advisors held 15,897 shares of Dow Inc worth $434K as of Q2 2026.
  • Herold Advisors bought 524 Dow Inc shares in Q2 2026, an estimated $19K.
  • Dow Inc made up 0.09% of Herold Advisors's portfolio in Q2 2026, its #188 holding.
  • Herold Advisors first reported a position in Dow Inc in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Dow Inc position peaked at $640K in Q1 2026.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.