Lido Advisors
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Lido Advisors’s Dow Inc DOW Stock Holding History

Lido 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
Q1 		$737K Sell
17,689
-467
-3% -$14.8K ﹤0.01% 1111
2025
Q4 		$419K Buy
18,156
+1,465
+9% +$33.7K ﹤0.01% 1380
2025
Q3 		$383K Buy
16,691
+3,744
+29% +$93.3K ﹤0.01% 1357
2025
Q2 		$343K Sell
12,947
-15,808
-55% -$460K ﹤0.01% 1275
2025
Q1 		$1M Sell
28,755
-912
-3% -$35K ﹤0.01% 776
2024
Q4 		$1.19M Buy
29,667
+852
+3% +$39.8K 0.01% 695
2024
Q3 		$1.57M Buy
28,815
+3,481
+14% +$184K 0.01% 539
2024
Q2 		$1.34M Buy
25,334
+2,232
+10% +$128K 0.01% 558
2024
Q1 		$1.34M Buy
23,102
+2,019
+10% +$112K 0.01% 546
2023
Q4 		$1.16M Buy
21,083
+2,663
+14% +$136K 0.01% 562
2023
Q3 		$950K Buy
18,420
+1,834
+11% +$98.5K 0.01% 559
2023
Q2 		$883K Sell
16,586
-4,098
-20% -$218K 0.01% 573
2023
Q1 		$104K Buy
20,684
+8,313
+67% +$468K ﹤0.01% 1081
2022
Q4 		$623K Buy
12,371
+340
+3% +$16.6K 0.01% 526
2022
Q3 		$558K Buy
12,031
+303
+3% +$15.4K 0.01% 521
2022
Q2 		$605K Buy
11,728
+1,165
+11% +$74.6K 0.01% 479
2022
Q1 		$673K Buy
10,563
+1,338
+15% +$80.7K 0.01% 505
2021
Q4 		$523K Sell
9,225
-255
-3% -$14.5K 0.01% 601
2021
Q3 		$545K Buy
9,480
+418
+5% +$25.6K 0.01% 560
2021
Q2 		$573K Sell
9,062
-1,995
-18% -$132K 0.01% 510
2021
Q1 		$707K Buy
11,057
+127
+1% +$7.6K 0.01% 422
2020
Q4 		$606K Buy
10,930
+5,351
+96% +$276K 0.01% 434
2020
Q3 		$263K Sell
5,579
-1,407
-20% -$63.2K 0.01% 521
2020
Q2 		$285K Buy
6,986
+128
+2% +$4.69K 0.01% 461
2020
Q1 		$201K Buy
6,858
+380
+6% +$16.2K 0.01% 517
2019
Q4 		$355K Buy
6,478
+767
+13% +$39.6K 0.01% 455
2019
Q3 		$272K Sell
5,711
-3,610
-39% -$169K 0.01% 476
2019
Q2 		$459K Buy
+9,321
New +$492K 0.03% 317

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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

Lido Advisors's DOW Position: Q1 2026 in Review

Lido Advisors reduced its Dow Inc (DOW) stake by 2.6% in Q1 2026, selling an estimated $14.8K and leaving 17,689 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Lido Advisors first reported a position in DOW in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.57M in Q3 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Lido Advisors held 17,689 shares of Dow Inc worth $737K as of Q1 2026.
  • Lido Advisors sold 467 Dow Inc shares in Q1 2026, an estimated $14.8K.
  • Dow Inc made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1111 holding.
  • Lido Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 28 quarters since.
  • Lido Advisors's Dow Inc position peaked at $1.57M in Q3 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.