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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Herold Advisors's DOW Position: Q1 2026 in Review

Herold Advisors increased its Dow Inc (DOW) stake by 0.01% in Q1 2026, buying an estimated $63 and bringing the position to 15,373 shares worth $640K. The position accounts for 0.14% of the portfolio, ranked #151.

Herold Advisors first reported a position in DOW in Q3 2021 and has held it in 19 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Herold Advisors held 15,373 shares of Dow Inc worth $640K as of Q1 2026.
  • Herold Advisors bought 2 Dow Inc shares in Q1 2026, an estimated $63.
  • Dow Inc made up 0.14% of Herold Advisors's portfolio in Q1 2026, its #151 holding.
  • Herold Advisors first reported a position in Dow Inc in Q3 2021 and has held it in 19 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.