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 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 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

Mount Yale Investment Advisors's DOW Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Dow Inc (DOW) stake by 35% in Q1 2026, buying an estimated $360K and bringing the position to 43,985 shares worth $1.83M. The position accounts for 0.04% of the portfolio, ranked #389.

Mount Yale Investment Advisors first reported a position in DOW in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.67M in Q1 2022. 1,306 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Mount Yale Investment Advisors held 43,985 shares of Dow Inc worth $1.83M as of Q1 2026.
Mount Yale Investment Advisors bought 11,366 Dow Inc shares in Q1 2026, an estimated $360K.
Dow Inc made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #389 holding.
Mount Yale Investment Advisors first reported a position in Dow Inc in Q3 2021 and has held it in 16 quarters since.
Mount Yale Investment Advisors's Dow Inc position peaked at $3.67M in Q1 2022.
1,306 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.