Modern Wealth Management’s Dow Inc DOW Stock Holding History

Modern 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	$262K	Buy	9,590 +1,102	+13%	+$40K	﹤0.01%	930
2026 Q1	$345K	Sell	8,488 -4,138	-33%	-$131K	0.01%	670
2025 Q4	$295K	Sell	12,626 -2,281	-15%	-$52.4K	0.01%	684
2025 Q3	$342K	Sell	14,907 -3,715	-20%	-$92.6K	0.01%	605
2025 Q2	$493K	Sell	18,622 -32,612	-64%	-$949K	0.01%	483
2025 Q1	$1.79M	Sell	51,234 -22,128	-30%	-$850K	0.06%	223
2024 Q4	$2.94M	Buy	73,362 +69,395	+1,749%	+$3.24M	0.11%	152
2024 Q3	$217K	Sell	3,967 -540	-12%	-$28.5K	0.01%	406
2024 Q2	$239K	Buy	+4,507	New	+$257K	0.02%	354

Other funds holding DOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Modern Wealth Management increased its Dow Inc (DOW) stake by 13% in Q2 2026, buying an estimated $40K and bringing the position to 9,590 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Modern Wealth Management first reported a position in DOW in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.94M in Q4 2024. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Modern Wealth Management held 9,590 shares of Dow Inc worth $262K as of Q2 2026.
Modern Wealth Management bought 1,102 Dow Inc shares in Q2 2026, an estimated $40K.
Dow Inc made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #930 holding.
Modern Wealth Management first reported a position in Dow Inc in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's Dow Inc position peaked at $2.94M in Q4 2024.
1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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