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Kingswood Wealth Advisors’s Dow Inc DOW Stock Holding History

Kingswood 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 		$439K Buy
16,028
+6,539
+69% +$237K 0.02% 648
2026
Q1 		$395K Sell
9,489
-3,868
-29% -$123K 0.02% 621
2025
Q4 		$312K Buy
+13,357
New +$307K 0.02% 665
2025
Q3 		– Sell
-10,126
Closed -$268K – 806
2025
Q2 		$268K Sell
10,126
-3,462
-25% -$101K 0.02% 609
2025
Q1 		$474K Buy
13,588
+2,858
+27% +$110K 0.04% 410
2024
Q4 		$431K Sell
10,730
-4,356
-29% -$203K 0.03% 488
2024
Q3 		$824K Sell
15,086
-2,254
-13% -$119K 0.06% 338
2024
Q2 		$920K Buy
17,340
+649
+4% +$37.1K 0.08% 251
2024
Q1 		$967K Buy
16,691
+2,134
+15% +$118K 0.11% 211
2023
Q4 		$798K Sell
14,557
-2,542
-15% -$130K 0.09% 241
2023
Q3 		$882K Buy
+17,099
New +$918K 0.15% 159

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

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

Kingswood Wealth Advisors increased its Dow Inc (DOW) stake by 69% in Q2 2026, buying an estimated $237K and bringing the position to 16,028 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #648.

Kingswood Wealth Advisors first reported a position in DOW in Q3 2023 and has held it in 11 quarters since. The position peaked at $967K in Q1 2024. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Kingswood Wealth Advisors held 16,028 shares of Dow Inc worth $439K as of Q2 2026.
  • Kingswood Wealth Advisors bought 6,539 Dow Inc shares in Q2 2026, an estimated $237K.
  • Dow Inc made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #648 holding.
  • Kingswood Wealth Advisors first reported a position in Dow Inc in Q3 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Dow Inc position peaked at $967K in Q1 2024.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.