IWA
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Icon Wealth Advisors’s Dow Inc DOW Stock Holding History

Icon 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 		$283K Buy
10,340
+1,825
+21% +$66.2K 0.02% 350
2026
Q1 		$337K Buy
+8,515
New +$270K 0.02% 307
2024
Q1 		– Sell
-4,282
Closed -$235K – 470
2023
Q4 		$235K Buy
+4,282
New +$219K 0.02% 302

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

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

Icon Wealth Advisors increased its Dow Inc (DOW) stake by 21% in Q2 2026, buying an estimated $66.2K and bringing the position to 10,340 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #350.

Icon Wealth Advisors first reported a position in DOW in Q4 2023 and has held it in 3 quarters since. The position peaked at $337K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Icon Wealth Advisors held 10,340 shares of Dow Inc worth $283K as of Q2 2026.
  • Icon Wealth Advisors bought 1,825 Dow Inc shares in Q2 2026, an estimated $66.2K.
  • Dow Inc made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #350 holding.
  • Icon Wealth Advisors first reported a position in Dow Inc in Q4 2023 and has held it in 3 quarters since.
  • Icon Wealth Advisors's Dow Inc position peaked at $337K in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.