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Medallion Wealth Advisors’s Dow Inc DOW Stock Holding History

Medallion Wealth 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 		$31.7K Hold
762
– – 0.01% 563
2025
Q4 		$17.8K Hold
762
– – 0.01% 661
2025
Q3 		$17.5K Sell
762
-121
-14% -$3.02K 0.01% 655
2025
Q2 		$24.5K Hold
883
– – 0.01% 582
2025
Q1 		$30.6K Buy
883
+150
+20% +$5.76K 0.01% 512
2024
Q4 		$29.2K Buy
+733
New +$34.2K 0.01% 503

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

Medallion Wealth Advisors's DOW Position: Q1 2026 in Review

Medallion Wealth Advisors held its Dow Inc (DOW) position steady in Q1 2026 at 762 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #563.

Medallion Wealth Advisors first reported a position in DOW in Q4 2024 and has held it in 6 quarters since. 1,306 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Medallion Wealth Advisors held 762 shares of Dow Inc worth $31.7K as of Q1 2026.
  • Medallion Wealth Advisors left its Dow Inc share count unchanged in Q1 2026.
  • Dow Inc made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #563 holding.
  • Medallion Wealth Advisors first reported a position in Dow Inc in Q4 2024 and has held it in 6 quarters since.
  • 1,306 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.