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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
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 $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

Lifeworks Advisors's DOW Position: Q1 2026 in Review

Lifeworks Advisors reduced its Dow Inc (DOW) stake by 36% in Q1 2026, selling an estimated $151K and leaving 8,526 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #230.

Lifeworks Advisors first reported a position in DOW in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.75M in Q3 2025. 1,306 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Lifeworks Advisors held 8,526 shares of Dow Inc worth $355K as of Q1 2026.
  • Lifeworks Advisors sold 4,760 Dow Inc shares in Q1 2026, an estimated $151K.
  • Dow Inc made up 0.05% of Lifeworks Advisors's portfolio in Q1 2026, its #230 holding.
  • Lifeworks Advisors first reported a position in Dow Inc in Q3 2022 and has held it in 15 quarters since.
  • Lifeworks Advisors's Dow Inc position peaked at $2.75M in Q3 2025.
  • 1,306 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.