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Kingsview Wealth Management’s Dow Inc DOW Stock Holding History

Kingsview 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 		$739K Sell
27,001
-605
-2% -$22K 0.01% 839
2026
Q1 		$1.15M Sell
27,606
-2,661
-9% -$84.4K 0.02% 642
2025
Q4 		$708K Buy
30,267
+18,534
+158% +$426K 0.01% 735
2025
Q3 		$269K Sell
11,733
-5,128
-30% -$128K ﹤0.01% 1010
2025
Q2 		$446K Sell
16,861
-1,497
-8% -$43.5K 0.01% 808
2025
Q1 		$641K Sell
18,358
-9,418
-34% -$362K 0.01% 655
2024
Q4 		$1.11M Sell
27,776
-22,616
-45% -$1.06M 0.02% 518
2024
Q3 		$2.75M Sell
50,392
-266
-0.5% -$14K 0.06% 297
2024
Q2 		$2.69M Buy
50,658
+5,743
+13% +$328K 0.06% 281
2024
Q1 		$2.6M Buy
44,915
+3,025
+7% +$167K 0.07% 276
2023
Q4 		$2.3M Buy
41,890
+1,089
+3% +$55.6K 0.07% 247
2023
Q3 		$2.1M Buy
40,801
+1,591
+4% +$85.4K 0.08% 273
2023
Q2 		$2.09M Buy
39,210
+1,401
+4% +$74.5K 0.08% 246
2023
Q1 		$2.07M Buy
37,809
+996
+3% +$56K 0.09% 231
2022
Q4 		$1.86M Sell
36,813
-3,151
-8% -$154K 0.08% 243
2022
Q3 		$1.76M Buy
39,964
+7,209
+22% +$366K 0.08% 244
2022
Q2 		$1.69M Buy
32,755
+160
+0.5% +$10.2K 0.08% 248
2022
Q1 		$2.08M Buy
32,595
+15,848
+95% +$956K 0.09% 234
2021
Q4 		$950K Buy
16,747
+1,771
+12% +$101K 0.04% 417
2021
Q3 		$862K Sell
14,976
-27,111
-64% -$1.66M 0.04% 408
2021
Q2 		$2.67M Buy
42,087
+27,715
+193% +$1.83M 0.13% 173
2021
Q1 		$928K Sell
14,372
-3,559
-20% -$213K 0.05% 347
2020
Q4 		$995K Sell
17,931
-3,042
-15% -$157K 0.07% 276
2020
Q3 		$987K Buy
20,973
+8,486
+68% +$381K 0.09% 225
2020
Q2 		$509K Buy
12,487
+1,810
+17% +$66.3K 0.05% 327
2020
Q1 		$312K Buy
10,677
+5,839
+121% +$248K 0.04% 349
2019
Q4 		$265K Buy
+4,838
New +$250K 0.03% 388

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

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

Kingsview Wealth Management reduced its Dow Inc (DOW) stake by 2.2% in Q2 2026, selling an estimated $22K and leaving 27,001 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #839.

Kingsview Wealth Management first reported a position in DOW in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.75M in Q3 2024. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Kingsview Wealth Management held 27,001 shares of Dow Inc worth $739K as of Q2 2026.
  • Kingsview Wealth Management sold 605 Dow Inc shares in Q2 2026, an estimated $22K.
  • Dow Inc made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #839 holding.
  • Kingsview Wealth Management first reported a position in Dow Inc in Q4 2019 and has held it in 27 quarters since.
  • Kingsview Wealth Management's Dow Inc position peaked at $2.75M in Q3 2024.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.