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Kestra Private Wealth Services’s Dow Inc DOW Stock Holding History

Kestra Private Wealth Services’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 		$1.06M Buy
38,865
+4,830
+14% +$175K 0.01% 867
2026
Q1 		$1.42M Buy
34,035
+1,830
+6% +$58K 0.02% 675
2025
Q4 		$753K Sell
32,205
-7,498
-19% -$172K 0.01% 947
2025
Q3 		$910K Sell
39,703
-499
-1% -$12.4K 0.01% 823
2025
Q2 		$1.06M Buy
40,202
+2,410
+6% +$70.1K 0.02% 725
2025
Q1 		$1.32M Buy
37,792
+2,989
+9% +$115K 0.02% 581
2024
Q4 		$1.4M Sell
34,803
-10,459
-23% -$488K 0.02% 535
2024
Q3 		$2.47M Sell
45,262
-719
-2% -$38K 0.05% 369
2024
Q2 		$2.44M Buy
45,981
+1,076
+2% +$61.5K 0.05% 349
2024
Q1 		$2.6M Sell
44,905
-1,291
-3% -$71.3K 0.06% 310
2023
Q4 		$2.53M Buy
46,196
+439
+1% +$22.4K 0.06% 300
2023
Q3 		$2.36M Buy
45,757
+4,079
+10% +$219K 0.07% 277
2023
Q2 		$2.22M Buy
41,678
+208
+0.5% +$11.1K 0.08% 278
2023
Q1 		$2.27M Buy
41,470
+6,612
+19% +$372K 0.09% 242
2022
Q4 		$1.76M Buy
34,858
+3,699
+12% +$181K 0.09% 256
2022
Q3 		$1.37M Buy
31,159
+1,528
+5% +$77.5K 0.08% 273
2022
Q2 		$1.53M Buy
29,631
+4,794
+19% +$307K 0.09% 264
2022
Q1 		$1.58M Buy
24,837
+3,167
+15% +$191K 0.08% 263
2021
Q4 		$1.23M Sell
21,670
-6,170
-22% -$352K 0.06% 337
2021
Q3 		$1.6M Buy
27,840
+3,002
+12% +$184K 0.09% 248
2021
Q2 		$1.57M Buy
24,838
+12,374
+99% +$817K 0.1% 238
2021
Q1 		$797K Buy
12,464
+3,203
+35% +$192K 0.06% 344
2020
Q4 		$514K Buy
9,261
+329
+4% +$17K 0.04% 431
2020
Q3 		$420K Buy
+8,932
New +$401K 0.04% 420

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's DOW Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Dow Inc (DOW) stake by 14% in Q2 2026, buying an estimated $175K and bringing the position to 38,865 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #867.

Kestra Private Wealth Services first reported a position in DOW in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.6M in Q1 2024. 1,207 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Kestra Private Wealth Services held 38,865 shares of Dow Inc worth $1.06M as of Q2 2026.
  • Kestra Private Wealth Services bought 4,830 Dow Inc shares in Q2 2026, an estimated $175K.
  • Dow Inc made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #867 holding.
  • Kestra Private Wealth Services first reported a position in Dow Inc in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Dow Inc position peaked at $2.6M in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.