JWCA
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J.W. Cole Advisors’s Dow Inc DOW Stock Holding History

J.W. Cole 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 		– Sell
-26,686
Closed -$600K – 920
2025
Q4 		$600K Sell
26,686
-9,793
-27% -$225K 0.01% 830
2025
Q3 		$836K Sell
36,479
-6,362
-15% -$159K 0.02% 787
2025
Q2 		$1.13M Buy
42,841
+5,330
+14% +$155K 0.02% 623
2025
Q1 		$1.31M Buy
37,511
+27,076
+259% +$1.04M 0.04% 445
2024
Q4 		$419K Sell
10,435
-102
-1% -$4.76K 0.02% 668
2024
Q3 		$576K Sell
10,537
-5
-0% -$264 0.02% 552
2024
Q2 		$559K Buy
10,542
+266
+3% +$15.2K 0.03% 500
2024
Q1 		$595K Buy
10,276
+126
+1% +$6.96K 0.03% 481
2023
Q4 		$557K Buy
10,150
+181
+2% +$9.25K 0.03% 455
2023
Q3 		$514K Buy
9,969
+7
+0.1% +$376 0.04% 411
2023
Q2 		$531K Sell
9,962
-825
-8% -$43.9K 0.04% 412
2023
Q1 		$591K Sell
10,787
-1,092
-9% -$61.4K 0.04% 408
2022
Q4 		$599K Sell
11,879
-9,227
-44% -$451K 0.05% 375
2022
Q3 		$927K Sell
21,106
-794
-4% -$40.3K 0.08% 268
2022
Q2 		$1.13M Buy
21,900
+12,399
+131% +$794K 0.09% 241
2022
Q1 		$605K Sell
9,501
-56
-0.6% -$3.38K 0.04% 398
2021
Q4 		$542K Sell
9,557
-938
-9% -$53.5K 0.04% 433
2021
Q3 		$604K Sell
10,495
-207
-2% -$12.7K 0.04% 224
2021
Q2 		$677K Sell
10,702
-3,001
-22% -$198K 0.05% 348
2021
Q1 		$876K Sell
13,703
-124
-0.9% -$7.42K 0.08% 264
2020
Q4 		$767K Sell
13,827
-14,080
-50% -$727K 0.08% 263
2020
Q3 		$1.31M Buy
27,907
+14,708
+111% +$661K 0.1% 210
2020
Q2 		$538K Buy
+13,199
New +$483K 0.08% 217
2020
Q1 		– Sell
-9,662
Closed -$529K – 197
2019
Q4 		$529K Buy
+9,662
New +$499K 0.07% 291

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

J.W. Cole Advisors's DOW Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 26,686 shares — an estimated $600K sold.

J.W. Cole Advisors first reported a position in DOW in Q4 2019 and held it in 24 quarters. The position peaked at $1.31M in Q3 2020. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 26,686 Dow Inc shares in Q1 2026, an estimated $600K.
  • J.W. Cole Advisors first reported a position in Dow Inc in Q4 2019 and held it in 24 quarters.
  • J.W. Cole Advisors's Dow Inc position peaked at $1.31M in Q3 2020.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.