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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Modern Wealth Management reduced its Dow Inc (DOW) stake by 33% in Q1 2026, selling an estimated $131K and leaving 8,488 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #670.

Modern Wealth Management first reported a position in DOW in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.94M in Q4 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Modern Wealth Management held 8,488 shares of Dow Inc worth $345K as of Q1 2026.
Modern Wealth Management sold 4,138 Dow Inc shares in Q1 2026, an estimated $131K.
Dow Inc made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #670 holding.
Modern Wealth Management first reported a position in Dow Inc in Q2 2024 and has held it in 8 quarters since.
Modern Wealth Management's Dow Inc position peaked at $2.94M in Q4 2024.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.