Jeppson Wealth Management
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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
Q3 		$549K Buy
19,931
+310
+2% +$9.23K 0.16% 128
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% -$9.6K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Jeppson Wealth Management's DOW Position: Q3 2026 in Review

Jeppson Wealth Management increased its Dow Inc (DOW) stake by 1.6% in Q3 2026, buying an estimated $9.23K and bringing the position to 19,931 shares worth $549K. The position accounts for 0.16% of the portfolio, ranked #128.

Jeppson Wealth Management first reported a position in DOW in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.84M in Q1 2022. 741 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Jeppson Wealth Management held 19,931 shares of Dow Inc worth $549K as of Q3 2026.
  • Jeppson Wealth Management bought 310 Dow Inc shares in Q3 2026, an estimated $9.23K.
  • Dow Inc made up 0.16% of Jeppson Wealth Management's portfolio in Q3 2026, its #128 holding.
  • Jeppson Wealth Management first reported a position in Dow Inc in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Dow Inc position peaked at $1.84M in Q1 2022.
  • 741 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.