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Legacy Financial Advisors’s Dow Inc DOW Stock Holding History

Legacy Financial 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 		– Sell
-16,061
Closed -$669K – 442
2026
Q1 		$669K Buy
16,061
+5,192
+48% +$165K 0.09% 183
2025
Q4 		$254K Sell
10,869
-19,906
-65% -$458K 0.04% 345
2025
Q3 		$706K Sell
30,775
-3,640
-11% -$90.7K 0.1% 187
2025
Q2 		$911K Buy
34,415
+21,266
+162% +$619K 0.14% 120
2025
Q1 		$459K Buy
+13,149
New +$505K 0.08% 209
2024
Q2 		– Sell
-3,696
Closed -$214K – 339
2024
Q1 		$214K Buy
+3,696
New +$204K 0.04% 302

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

Legacy Financial Advisors's DOW Position: Q2 2026 in Review

Legacy Financial Advisors sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 16,061 shares — an estimated $669K sold.

Legacy Financial Advisors first reported a position in DOW in Q1 2024 and held it in 6 quarters. The position peaked at $911K in Q2 2025. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Legacy Financial Advisors reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 16,061 Dow Inc shares in Q2 2026, an estimated $669K.
  • Legacy Financial Advisors first reported a position in Dow Inc in Q1 2024 and held it in 6 quarters.
  • Legacy Financial Advisors's Dow Inc position peaked at $911K in Q2 2025.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.