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Integrated Wealth Concepts’s Dow Inc DOW Stock Holding History

Integrated Wealth Concepts’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 		$3.26M Buy
78,272
+56,939
+267% +$1.81M 0.03% 575
2025
Q4 		$499K Sell
21,333
-22,595
-51% -$519K 0.01% 1087
2025
Q3 		$1.01M Buy
43,928
+5,176
+13% +$129K 0.01% 977
2025
Q2 		$1.03M Buy
38,752
+5,348
+16% +$156K 0.01% 902
2025
Q1 		$1.17M Buy
33,404
+874
+3% +$33.6K 0.01% 766
2024
Q4 		$1.31M Sell
32,530
-4,440
-12% -$207K 0.02% 709
2024
Q3 		$2.02M Sell
36,970
-268
-0.7% -$14.1K 0.02% 545
2024
Q2 		$1.98M Sell
37,238
-987
-3% -$56.4K 0.03% 510
2024
Q1 		$2.21M Sell
38,225
-1,269
-3% -$70.1K 0.03% 488
2023
Q4 		$2.17M Sell
39,494
-5,367
-12% -$274K 0.04% 448
2023
Q3 		$2.31M Sell
44,861
-1,081
-2% -$58K 0.04% 405
2023
Q2 		$2.45M Buy
45,942
+3,524
+8% +$187K 0.04% 388
2023
Q1 		$2.33M Buy
42,418
+7,029
+20% +$395K 0.05% 356
2022
Q4 		$1.78M Buy
35,389
+12,422
+54% +$607K 0.05% 341
2022
Q3 		$1.01M Sell
22,967
-3,541
-13% -$180K 0.03% 422
2022
Q2 		$1.37M Buy
26,508
+6,022
+29% +$386K 0.04% 363
2022
Q1 		$1.3M Buy
20,486
+7,812
+62% +$471K 0.04% 341
2021
Q4 		$719K Buy
12,674
+15
+0.1% +$855 0.02% 520
2021
Q3 		$729K Buy
12,659
+7,677
+154% +$470K 0.02% 480
2021
Q2 		$315K Sell
4,982
-317
-6% -$20.9K 0.01% 643
2021
Q1 		$339K Buy
5,299
+858
+19% +$51.3K 0.01% 557
2020
Q4 		$246K Buy
4,441
+36
+0.8% +$1.86K 0.01% 552
2020
Q3 		$207K Buy
+4,405
New +$198K 0.01% 539
2020
Q1 		– Sell
-4,122
Closed -$226K – 427
2019
Q4 		$226K Buy
+4,122
New +$213K 0.02% 433

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

Integrated Wealth Concepts's DOW Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Dow Inc (DOW) stake by 267% in Q1 2026, buying an estimated $1.81M and bringing the position to 78,272 shares worth $3.26M. The position accounts for 0.03% of the portfolio, ranked #575.

Integrated Wealth Concepts first reported a position in DOW in Q4 2019 and has held it in 24 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Integrated Wealth Concepts held 78,272 shares of Dow Inc worth $3.26M as of Q1 2026.
  • Integrated Wealth Concepts bought 56,939 Dow Inc shares in Q1 2026, an estimated $1.81M.
  • Dow Inc made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #575 holding.
  • Integrated Wealth Concepts first reported a position in Dow Inc in Q4 2019 and has held it in 24 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.