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JFS Wealth Advisors’s Dow Inc DOW Stock Holding History

JFS 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 		$36.3K Buy
1,327
+193
+17% +$7K ﹤0.01% 615
2026
Q1 		$47.2K Buy
1,134
+11
+1% +$349 ﹤0.01% 537
2025
Q4 		$26.2K Buy
1,123
+111
+11% +$2.55K ﹤0.01% 676
2025
Q3 		$23.2K Buy
1,012
+2
+0.2% +$50 ﹤0.01% 667
2025
Q2 		$26.8K Sell
1,010
-833
-45% -$24.2K ﹤0.01% 595
2025
Q1 		$64.4K Buy
1,843
+497
+37% +$19.1K ﹤0.01% 430
2024
Q4 		$54K Sell
1,346
-331
-20% -$15.4K ﹤0.01% 447
2024
Q3 		$91.6K Buy
1,677
+965
+136% +$50.9K 0.01% 376
2024
Q2 		$37.8K Sell
712
-10
-1% -$571 ﹤0.01% 466
2024
Q1 		$41.8K Sell
722
-28
-4% -$1.55K ﹤0.01% 459
2023
Q4 		$41.1K Sell
750
-772
-51% -$39.4K ﹤0.01% 438
2023
Q3 		$78.5K Buy
1,522
+63
+4% +$3.38K 0.01% 308
2023
Q2 		$77.7K Sell
1,459
-39
-3% -$2.07K 0.01% 309
2023
Q1 		$82.1K Buy
1,498
+106
+8% +$5.96K 0.01% 303
2022
Q4 		$70.1K Buy
1,392
+252
+22% +$12.3K 0.01% 327
2022
Q3 		$50K Sell
1,140
-126
-10% -$6.39K 0.01% 373
2022
Q2 		$65K Buy
1,266
+218
+21% +$14K 0.01% 354
2022
Q1 		$67K Buy
1,048
+173
+20% +$10.4K 0.01% 364
2021
Q4 		$50K Buy
875
+75
+9% +$4.28K ﹤0.01% 419
2021
Q3 		$46K Buy
800
+200
+33% +$12.2K ﹤0.01% 422
2021
Q2 		$38K Hold
600
– – 0.01% 297
2021
Q1 		$38K Hold
600
– – 0.01% 273
2020
Q4 		$33K Hold
600
– – 0.01% 281
2020
Q3 		$28K Hold
600
– – 0.01% 285
2020
Q2 		$24K Buy
600
+200
+50% +$7.32K 0.01% 286
2020
Q1 		$12K Buy
+400
New +$17K ﹤0.01% 332

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

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

JFS Wealth Advisors increased its Dow Inc (DOW) stake by 17% in Q2 2026, buying an estimated $7K and bringing the position to 1,327 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

JFS Wealth Advisors first reported a position in DOW in Q1 2020 and has held it in 26 quarters since. The position peaked at $91.6K in Q3 2024. 1,196 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • JFS Wealth Advisors held 1,327 shares of Dow Inc worth $36.3K as of Q2 2026.
  • JFS Wealth Advisors bought 193 Dow Inc shares in Q2 2026, an estimated $7K.
  • Dow Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #615 holding.
  • JFS Wealth Advisors first reported a position in Dow Inc in Q1 2020 and has held it in 26 quarters since.
  • JFS Wealth Advisors's Dow Inc position peaked at $91.6K in Q3 2024.
  • 1,196 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.