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Laurel Wealth Advisors (North Carolina)’s Dow Inc DOW Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-520
Closed -$12.2K – 308
2025
Q4 		$12.2K Buy
+520
New +$12K ﹤0.01% 467
2025
Q2 		– Sell
-520
Closed -$18.2K – 309
2025
Q1 		$18.2K Sell
520
-33
-6% -$1.27K ﹤0.01% 420
2024
Q4 		$22.2K Hold
553
– – ﹤0.01% 404
2024
Q3 		$30.2K Sell
553
-996
-64% -$52.6K ﹤0.01% 364
2024
Q2 		$82.2K Sell
1,549
-327
-17% -$18.7K 0.01% 246
2024
Q1 		$109K Sell
1,876
-26
-1% -$1.44K 0.02% 228
2023
Q4 		$104K Sell
1,902
-1,313
-41% -$67.1K 0.02% 221
2023
Q3 		$166K Hold
3,215
– – 0.04% 178
2023
Q2 		$171K Hold
3,215
– – 0.03% 181
2023
Q1 		$176K Hold
3,215
– – 0.04% 181
2022
Q4 		$162K Sell
3,215
-800
-20% -$39.1K 0.04% 175
2022
Q3 		$176K Sell
4,015
-950
-19% -$48.2K 0.04% 165
2022
Q2 		$256K Hold
4,965
– – 0.06% 141
2022
Q1 		$316K Hold
4,965
– – 0.07% 141
2021
Q4 		$282K Buy
4,965
+450
+10% +$25.7K 0.06% 144
2021
Q3 		$260K Sell
4,515
-1,445
-24% -$88.5K 0.06% 148
2021
Q2 		$377K Buy
5,960
+2,360
+66% +$156K 0.08% 137
2021
Q1 		$230K Buy
3,600
+1,565
+77% +$93.7K 0.06% 150
2020
Q4 		$113K Buy
2,035
+850
+72% +$43.9K 0.03% 183
2020
Q3 		$56K Sell
1,185
-25
-2% -$1.12K 0.02% 229
2020
Q2 		$49K Buy
1,210
+248
+26% +$9.08K 0.02% 236
2020
Q1 		$28K Sell
962
-1,654
-63% -$70.3K 0.01% 263
2019
Q4 		$143K Sell
2,616
-94
-3% -$4.86K 0.05% 157
2019
Q3 		$129K Sell
2,710
-376
-12% -$17.6K 0.04% 162
2019
Q2 		$152K Buy
+3,086
New +$163K 0.05% 151

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DOW Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 520 shares — an estimated $12.2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DOW in Q2 2019 and held it in 25 quarters. The position peaked at $377K in Q2 2021. 1,315 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 520 Dow Inc shares in Q1 2026, an estimated $12.2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Dow Inc in Q2 2019 and held it in 25 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Dow Inc position peaked at $377K in Q2 2021.
  • 1,315 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.