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Leo Wealth LLC’s Dow Inc DOW Stock Holding History

Leo Wealth LLC’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 		$348K Sell
8,365
-2,614
-24% -$82.9K 0.03% 325
2025
Q4 		$257K Buy
+10,979
New +$252K 0.02% 374
2025
Q3 		– Sell
-11,364
Closed -$301K – 320
2025
Q2 		$301K Sell
11,364
-98
-0.9% -$2.85K 0.02% 311
2025
Q1 		$400K Sell
11,462
-6,782
-37% -$260K 0.06% 189
2024
Q4 		$762K Buy
18,244
+1,763
+11% +$82.3K 0.07% 185
2024
Q3 		$900K Buy
16,481
+1,204
+8% +$63.6K 0.08% 166
2024
Q2 		$809K Sell
15,277
-190
-1% -$10.9K 0.08% 165
2024
Q1 		$897K Buy
15,467
+1,573
+11% +$86.9K 0.09% 158
2023
Q4 		$773K Buy
+13,894
New +$710K 0.08% 160

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

Leo Wealth LLC's DOW Position: Q1 2026 in Review

Leo Wealth LLC reduced its Dow Inc (DOW) stake by 24% in Q1 2026, selling an estimated $82.9K and leaving 8,365 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #325.

Leo Wealth LLC first reported a position in DOW in Q4 2023 and has held it in 9 quarters since. The position peaked at $900K in Q3 2024. 1,315 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Leo Wealth LLC held 8,365 shares of Dow Inc worth $348K as of Q1 2026.
  • Leo Wealth LLC sold 2,614 Dow Inc shares in Q1 2026, an estimated $82.9K.
  • Dow Inc made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #325 holding.
  • Leo Wealth LLC first reported a position in Dow Inc in Q4 2023 and has held it in 9 quarters since.
  • Leo Wealth LLC's Dow Inc position peaked at $900K in Q3 2024.
  • 1,315 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.