MYIA
DOW icon

Mount Yale Investment Advisors’s Dow Inc DOW Stock Holding History

Mount Yale Investment Advisors’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 		$648K Sell
23,695
-20,290
-46% -$736K 0.01% 700
2026
Q1 		$1.83M Buy
43,985
+11,366
+35% +$360K 0.04% 389
2025
Q4 		$763K Sell
32,619
-14,407
-31% -$331K 0.04% 370
2025
Q3 		$1.08M Buy
47,026
+46,078
+4,861% +$1.15M 0.08% 272
2025
Q2 		$25.1K Buy
+948
New +$27.6K ﹤0.01% 997
2024
Q4 		– Sell
-22,191
Closed -$1.21M – 572
2024
Q3 		$1.21M Buy
+22,191
New +$1.17M 0.12% 170
2024
Q2 		– Sell
-11,409
Closed -$661K – 556
2024
Q1 		$661K Sell
11,409
-10,869
-49% -$601K 0.05% 299
2023
Q4 		$1.22M Sell
22,278
-52
-0.2% -$2.66K 0.12% 180
2023
Q3 		$1.15M Sell
22,330
-11,000
-33% -$591K 0.13% 168
2023
Q2 		$1.78M Sell
33,330
-24,259
-42% -$1.29M 0.19% 117
2023
Q1 		$3.16M Hold
57,589
– – 0.35% 66
2022
Q4 		$2.9M Hold
57,589
– – 0.33% 78
2022
Q3 		$2.53M Hold
57,589
– – 0.34% 74
2022
Q2 		$2.97M Hold
57,589
– – 0.37% 64
2022
Q1 		$3.67M Hold
57,589
– – 0.4% 56
2021
Q4 		$3.27M Hold
57,589
– – 0.34% 71
2021
Q3 		$3.31M Buy
+57,589
New +$3.53M 0.38% 65

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

Mount Yale Investment Advisors's DOW Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Dow Inc (DOW) stake by 46% in Q2 2026, selling an estimated $736K and leaving 23,695 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #700.

Mount Yale Investment Advisors first reported a position in DOW in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.67M in Q1 2022. 1,206 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Mount Yale Investment Advisors held 23,695 shares of Dow Inc worth $648K as of Q2 2026.
  • Mount Yale Investment Advisors sold 20,290 Dow Inc shares in Q2 2026, an estimated $736K.
  • Dow Inc made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #700 holding.
  • Mount Yale Investment Advisors first reported a position in Dow Inc in Q3 2021 and has held it in 17 quarters since.
  • Mount Yale Investment Advisors's Dow Inc position peaked at $3.67M in Q1 2022.
  • 1,206 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.