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Modera Wealth Management’s Dow Inc DOW Stock Holding History

Modera 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 		$659K Buy
24,074
+317
+1% +$11.5K 0.01% 409
2026
Q1 		$989K Buy
23,757
+992
+4% +$31.5K 0.01% 332
2025
Q4 		$532K Buy
22,765
+173
+0.8% +$3.98K 0.01% 445
2025
Q3 		$518K Sell
22,592
-1,946
-8% -$48.5K 0.01% 452
2025
Q2 		$650K Sell
24,538
-3,983
-14% -$116K 0.01% 399
2025
Q1 		$996K Buy
28,521
+1,929
+7% +$74.1K 0.01% 323
2024
Q4 		$1.07M Buy
26,592
+898
+3% +$41.9K 0.01% 321
2024
Q3 		$1.4M Sell
25,694
-279
-1% -$14.7K 0.02% 267
2024
Q2 		$1.38M Buy
25,973
+17
+0.1% +$971 0.02% 257
2024
Q1 		$1.5M Sell
25,956
-96
-0.4% -$5.3K 0.02% 255
2023
Q4 		$1.43M Sell
26,052
-404
-2% -$20.6K 0.02% 253
2023
Q3 		$1.36M Sell
26,456
-1,754
-6% -$94.2K 0.03% 252
2023
Q2 		$1.5M Buy
28,210
+6,010
+27% +$319K 0.03% 250
2023
Q1 		$1.22M Sell
22,200
-896
-4% -$50.4K 0.05% 136
2022
Q4 		$1.16M Sell
23,096
-2,178
-9% -$106K 0.05% 139
2022
Q3 		$1.11M Buy
25,274
+11
+0% +$558 0.06% 126
2022
Q2 		$1.3M Buy
25,263
+41
+0.2% +$2.63K 0.06% 123
2022
Q1 		$1.61M Sell
25,222
-12,314
-33% -$743K 0.07% 116
2021
Q4 		$2.13M Buy
+37,536
New +$2.14M 0.08% 114

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Modera Wealth Management increased its Dow Inc (DOW) stake by 1.3% in Q2 2026, buying an estimated $11.5K and bringing the position to 24,074 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #409.

Modera Wealth Management first reported a position in DOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.13M in Q4 2021. 688 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Modera Wealth Management held 24,074 shares of Dow Inc worth $659K as of Q2 2026.
  • Modera Wealth Management bought 317 Dow Inc shares in Q2 2026, an estimated $11.5K.
  • Dow Inc made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #409 holding.
  • Modera Wealth Management first reported a position in Dow Inc in Q4 2021 and has held it in 19 quarters since.
  • Modera Wealth Management's Dow Inc position peaked at $2.13M in Q4 2021.
  • 688 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.