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Meridian Wealth Management’s Dow Inc DOW Stock Holding History

Meridian Wealth Management’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 		$402K Buy
9,640
+462
+5% +$14.7K 0.01% 567
2025
Q4 		$215K Buy
9,178
+84
+0.9% +$1.93K 0.01% 707
2025
Q3 		$209K Sell
9,094
-2,086
-19% -$52K 0.01% 674
2025
Q2 		$296K Sell
11,180
-495
-4% -$14.4K 0.01% 562
2025
Q1 		$408K Sell
11,675
-1,987
-15% -$76.3K 0.02% 460
2024
Q4 		$548K Sell
13,662
-73,524
-84% -$3.43M 0.03% 389
2024
Q3 		$4.76M Buy
+87,186
New +$4.6M 0.23% 91
2024
Q2 		– Sell
-88,819
Closed -$5.13M – 347
2024
Q1 		$5.13M Buy
88,819
+4,433
+5% +$245K 0.85% 24
2023
Q4 		$4.63M Sell
84,386
-84,242
-50% -$4.3M 0.3% 76
2023
Q3 		$8.73M Buy
168,628
+91,566
+119% +$4.92M 0.53% 34
2023
Q2 		$4.1M Sell
77,062
-1,374
-2% -$73K 0.35% 62
2023
Q1 		$4.3M Buy
78,436
+4,587
+6% +$258K 0.38% 61
2022
Q4 		$3.72M Buy
73,849
+1,047
+1% +$51.1K 0.36% 59
2022
Q3 		$3.2M Sell
72,802
-91,777
-56% -$4.65M 0.34% 64
2022
Q2 		$8.49M Buy
164,579
+106,708
+184% +$6.83M 0.69% 24
2022
Q1 		$3.69M Buy
57,871
+2,607
+5% +$157K 0.4% 52
2021
Q4 		$3.13M Buy
55,264
+3,938
+8% +$225K 0.33% 69
2021
Q3 		$2.96M Buy
51,326
+5,223
+11% +$320K 0.36% 58
2021
Q2 		$2.92M Buy
46,103
+3,306
+8% +$218K 0.37% 56
2021
Q1 		$2.74M Buy
42,797
+423
+1% +$25.3K 0.4% 54
2020
Q4 		$2.35M Buy
42,374
+4,422
+12% +$228K 0.37% 58
2020
Q3 		$1.78M Buy
37,952
+2,754
+8% +$124K 0.44% 50
2020
Q2 		$1.43M Buy
35,198
+20,246
+135% +$741K 0.48% 44
2020
Q1 		$437K Buy
+14,952
New +$636K 0.19% 121
2019
Q3 		– Sell
-3,251
Closed -$1.6K – 270
2019
Q2 		$1.6K Buy
+3,251
New +$172K 0.06% 233

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

Meridian Wealth Management's DOW Position: Q1 2026 in Review

Meridian Wealth Management increased its Dow Inc (DOW) stake by 5% in Q1 2026, buying an estimated $14.7K and bringing the position to 9,640 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #567.

Meridian Wealth Management first reported a position in DOW in Q2 2019 and has held it in 25 quarters since. The position peaked at $8.73M in Q3 2023. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Meridian Wealth Management held 9,640 shares of Dow Inc worth $402K as of Q1 2026.
  • Meridian Wealth Management bought 462 Dow Inc shares in Q1 2026, an estimated $14.7K.
  • Dow Inc made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #567 holding.
  • Meridian Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 25 quarters since.
  • Meridian Wealth Management's Dow Inc position peaked at $8.73M in Q3 2023.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.