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Legacy Wealth Management (Idaho)’s Dow Inc DOW Stock Holding History

Legacy Wealth Management (Idaho)’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 		$42 Hold
1
– – ﹤0.01% 1024
2025
Q4 		$24 Buy
+1
New +$23 ﹤0.01% 915

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Pzena Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DOW Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Dow Inc (DOW) position steady in Q1 2026 at 1 share worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Legacy Wealth Management (Idaho) first reported a position in DOW in Q4 2025 and has held it in 2 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1 share of Dow Inc worth $42 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Dow Inc share count unchanged in Q1 2026.
  • Dow Inc made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #1024 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Dow Inc in Q4 2025 and has held it in 2 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.