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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
Q2 		$10.6K Sell
387
-375
-49% -$13.6K ﹤0.01% 732
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 $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

Medallion Wealth Advisors's DOW Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Dow Inc (DOW) stake by 49% in Q2 2026, selling an estimated $13.6K and leaving 387 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Medallion Wealth Advisors first reported a position in DOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.7K in Q1 2026. 1,206 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Medallion Wealth Advisors held 387 shares of Dow Inc worth $10.6K as of Q2 2026.
  • Medallion Wealth Advisors sold 375 Dow Inc shares in Q2 2026, an estimated $13.6K.
  • Dow Inc made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #732 holding.
  • Medallion Wealth Advisors first reported a position in Dow Inc in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Dow Inc position peaked at $31.7K in Q1 2026.
  • 1,206 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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