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Jeppson Wealth Management’s Dow Inc DOW Stock Holding History

Jeppson Wealth Management’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 		$537K Sell
19,621
-79
-0.4% -$2.87K 0.16% 127
2026
Q1 		$821K Sell
19,700
-95
-0.5% -$3.01K 0.26% 88
2025
Q4 		$463K Buy
19,795
+8,538
+76% +$196K 0.15% 127
2025
Q3 		$258K Sell
11,257
-5,992
-35% -$149K 0.08% 188
2025
Q2 		$457K Sell
17,249
-4,897
-22% -$142K 0.16% 127
2025
Q1 		$773K Sell
22,146
-2,742
-11% -$105K 0.28% 87
2024
Q4 		$999K Sell
24,888
-6,357
-20% -$297K 0.36% 71
2024
Q3 		$1.71M Buy
31,245
+155
+0.5% +$8.18K 0.61% 41
2024
Q2 		$1.65M Sell
31,090
-69
-0.2% -$3.94K 0.63% 40
2024
Q1 		$1.81M Buy
31,159
+6
+0% +$332 0.7% 32
2023
Q4 		$1.71M Sell
31,153
-981
-3% -$50.1K 0.71% 31
2023
Q3 		$1.66M Buy
32,134
+211
+0.7% +$11.3K 0.76% 28
2023
Q2 		$1.7M Buy
31,923
+811
+3% +$43.1K 0.74% 27
2023
Q1 		$1.71M Sell
31,112
-412
-1% -$23.2K 0.74% 29
2022
Q4 		$1.59M Sell
31,524
-1,622
-5% -$79.2K 0.67% 32
2022
Q3 		$1.46M Buy
33,146
+1,524
+5% +$77.3K 0.66% 34
2022
Q2 		$1.63M Buy
31,622
+2,797
+10% +$179K 0.7% 30
2022
Q1 		$1.84M Buy
28,825
+1
+0% +$60 0.86% 28
2021
Q4 		$1.64M Buy
28,824
+2,454
+9% +$140K 0.79% 24
2021
Q3 		$1.52M Buy
26,370
+5,671
+27% +$347K 0.79% 25
2021
Q2 		$1.31M Buy
20,699
+170
+0.8% +$11.2K 0.71% 31
2021
Q1 		$1.31M Sell
20,529
-160
-0.8% -$9.57K 0.78% 29
2020
Q4 		$1.15M Buy
20,689
+35
+0.2% +$1.81K 0.76% 28
2020
Q3 		$972K Buy
+20,654
New +$928K 0.76% 32

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

Jeppson Wealth Management's DOW Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Dow Inc (DOW) stake by 0.4% in Q2 2026, selling an estimated $2.87K and leaving 19,621 shares worth $537K. The position accounts for 0.16% of the portfolio, ranked #127.

Jeppson Wealth Management first reported a position in DOW in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.84M in Q1 2022. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Jeppson Wealth Management held 19,621 shares of Dow Inc worth $537K as of Q2 2026.
  • Jeppson Wealth Management sold 79 Dow Inc shares in Q2 2026, an estimated $2.87K.
  • Dow Inc made up 0.16% of Jeppson Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Jeppson Wealth Management first reported a position in Dow Inc in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Dow Inc position peaked at $1.84M in Q1 2022.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.