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Morton Brown Family Wealth’s Dow Inc DOW Stock Holding History

Morton Brown Family Wealth’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 		$328 Buy
+12
New +$436 ﹤0.01% 406
2024
Q1 		– Sell
-300
Closed -$16.5K – 242
2023
Q4 		$16.5K Buy
+300
New +$15.3K 0.01% 154
2022
Q3 		– Sell
-104
Closed -$5K – 239
2022
Q2 		$5K Buy
+104
New +$6.66K ﹤0.01% 148

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's DOW Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Dow Inc (DOW) in Q2 2026: 12 shares worth $328. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in DOW as recently as Q4 2023.

Morton Brown Family Wealth first reported a position in DOW in Q2 2022 and has held it in 3 quarters since. The position peaked at $16.5K in Q4 2023. 1,207 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Morton Brown Family Wealth held 12 shares of Dow Inc worth $328 as of Q2 2026.
  • Dow Inc was a new Morton Brown Family Wealth position in Q2 2026.
  • Dow Inc made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #406 holding.
  • Morton Brown Family Wealth first reported a position in Dow Inc in Q2 2022 and has held it in 3 quarters since.
  • Morton Brown Family Wealth's Dow Inc position peaked at $16.5K in Q4 2023.
  • 1,207 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.