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Mission Wealth Management’s Dow Inc DOW Stock Holding History

Mission 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
Q2 		$552K Buy
20,177
+14,521
+257% +$527K 0.01% 652
2026
Q1 		$236K Buy
+5,656
New +$179K ﹤0.01% 668
2025
Q2 		– Sell
-7,336
Closed -$256K – 694
2025
Q1 		$256K Buy
7,336
+647
+10% +$24.8K 0.01% 586
2024
Q4 		$268K Sell
6,689
-2,117
-24% -$98.8K 0.01% 566
2024
Q3 		$481K Buy
8,806
+361
+4% +$19.1K 0.01% 439
2024
Q2 		$448K Sell
8,445
-494
-6% -$28.2K 0.01% 436
2024
Q1 		$518K Sell
8,939
-1,195
-12% -$66K 0.01% 425
2023
Q4 		$556K Sell
10,134
-1,221
-11% -$62.4K 0.02% 351
2023
Q3 		$585K Buy
11,355
+147
+1% +$7.89K 0.02% 312
2023
Q2 		$597K Buy
11,208
+1,581
+16% +$84K 0.02% 309
2023
Q1 		$528K Buy
9,627
+1,090
+13% +$61.3K 0.02% 322
2022
Q4 		$430K Sell
8,537
-1,568
-16% -$76.6K 0.02% 349
2022
Q3 		$444K Buy
10,105
+2,004
+25% +$102K 0.02% 311
2022
Q2 		$418K Buy
8,101
+484
+6% +$31K 0.02% 334
2022
Q1 		$485K Sell
7,617
-1,068
-12% -$64.4K 0.02% 317
2021
Q4 		$493K Buy
8,685
+384
+5% +$21.9K 0.02% 312
2021
Q3 		$478K Sell
8,301
-949
-10% -$58.1K 0.02% 297
2021
Q2 		$585K Buy
9,250
+331
+4% +$21.9K 0.03% 261
2021
Q1 		$570K Buy
8,919
+458
+5% +$27.4K 0.03% 239
2020
Q4 		$470K Sell
8,461
-31
-0.4% -$1.6K 0.03% 254
2020
Q3 		$400K Sell
8,492
-890
-9% -$40K 0.03% 231
2020
Q2 		$382K Buy
+9,382
New +$343K 0.03% 214
2020
Q1 		– Sell
-5,639
Closed -$309K – 310
2019
Q4 		$309K Buy
5,639
+103
+2% +$5.32K 0.03% 248
2019
Q3 		$264K Buy
5,536
+1,007
+22% +$47.1K 0.03% 256
2019
Q2 		$223K Buy
+4,529
New +$239K 0.03% 285

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

Mission Wealth Management's DOW Position: Q2 2026 in Review

Mission Wealth Management increased its Dow Inc (DOW) stake by 257% in Q2 2026, buying an estimated $527K and bringing the position to 20,177 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #652.

Mission Wealth Management first reported a position in DOW in Q2 2019 and has held it in 25 quarters since. The position peaked at $597K in Q2 2023. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Mission Wealth Management held 20,177 shares of Dow Inc worth $552K as of Q2 2026.
  • Mission Wealth Management bought 14,521 Dow Inc shares in Q2 2026, an estimated $527K.
  • Dow Inc made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #652 holding.
  • Mission Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 25 quarters since.
  • Mission Wealth Management's Dow Inc position peaked at $597K in Q2 2023.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.