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Lifeworks Advisors’s Dow Inc DOW Stock Holding History

Lifeworks 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
-8,526
Closed -$355K – 341
2026
Q1 		$355K Sell
8,526
-4,760
-36% -$151K 0.05% 230
2025
Q4 		$311K Sell
13,286
-106,854
-89% -$2.46M 0.04% 259
2025
Q3 		$2.75M Buy
120,140
+16,614
+16% +$414K 0.37% 77
2025
Q2 		$2.74M Buy
103,526
+32,340
+45% +$941K 0.41% 74
2025
Q1 		$2.49M Buy
71,186
+12,124
+21% +$466K 0.41% 68
2024
Q4 		$2.37M Buy
59,062
+18,361
+45% +$857K 0.43% 72
2024
Q3 		$2.22M Buy
40,701
+7,065
+21% +$373K 0.44% 70
2024
Q2 		$1.78M Sell
33,636
-7,012
-17% -$401K 0.5% 65
2024
Q1 		$2.35M Buy
40,648
+5,428
+15% +$300K 0.66% 47
2023
Q4 		$1.93M Buy
35,220
+5,768
+20% +$295K 0.67% 48
2023
Q3 		$1.52M Sell
29,452
-1,607
-5% -$86.3K 0.59% 53
2023
Q2 		$1.65M Buy
31,059
+1,330
+4% +$70.7K 0.7% 43
2023
Q1 		$1.63M Sell
29,729
-1,783
-6% -$100K 0.77% 42
2022
Q4 		$1.59M Buy
31,512
+1,050
+3% +$51.3K 0.89% 40
2022
Q3 		$1.42M Buy
+30,462
New +$1.54M 0.81% 44

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

Lifeworks Advisors's DOW Position: Q2 2026 in Review

Lifeworks Advisors sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 8,526 shares — an estimated $355K sold.

Lifeworks Advisors first reported a position in DOW in Q3 2022 and held it in 15 quarters. The position peaked at $2.75M in Q3 2025. 1,204 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Lifeworks Advisors reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 8,526 Dow Inc shares in Q2 2026, an estimated $355K.
  • Lifeworks Advisors first reported a position in Dow Inc in Q3 2022 and held it in 15 quarters.
  • Lifeworks Advisors's Dow Inc position peaked at $2.75M in Q3 2025.
  • 1,204 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.