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MBL Wealth’s Dow Inc DOW Stock Holding History

MBL Wealth’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 		$339K Sell
12,385
-352
-3% -$12.8K 0.02% 262
2026
Q1 		$530K Buy
+12,737
New +$404K 0.04% 191
2023
Q2 		– Sell
-3,877
Closed -$213K – 180
2023
Q1 		$213K Buy
+3,877
New +$218K 0.03% 149
2022
Q3 		– Sell
-4,200
Closed -$217K – 162
2022
Q2 		$217K Buy
+4,200
New +$269K 0.05% 133

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

MBL Wealth's DOW Position: Q2 2026 in Review

MBL Wealth reduced its Dow Inc (DOW) stake by 2.8% in Q2 2026, selling an estimated $12.8K and leaving 12,385 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #262.

MBL Wealth first reported a position in DOW in Q2 2022 and has held it in 4 quarters since. The position peaked at $530K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • MBL Wealth held 12,385 shares of Dow Inc worth $339K as of Q2 2026.
  • MBL Wealth sold 352 Dow Inc shares in Q2 2026, an estimated $12.8K.
  • Dow Inc made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #262 holding.
  • MBL Wealth first reported a position in Dow Inc in Q2 2022 and has held it in 4 quarters since.
  • MBL Wealth's Dow Inc position peaked at $530K in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.