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Mutual Advisors’s Dow Inc DOW Stock Holding History

Mutual 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 		$443K Sell
10,647
-6,735
-39% -$214K 0.01% 938
2025
Q4 		$406K Buy
17,382
+1,432
+9% +$32.9K 0.01% 972
2025
Q3 		$391K Buy
15,950
+5,786
+57% +$144K 0.01% 965
2025
Q2 		$259K Sell
10,164
-1,623
-14% -$47.2K 0.01% 1027
2025
Q1 		$354K Sell
11,787
-2,433
-17% -$93.4K 0.01% 847
2024
Q4 		$581K Buy
14,220
+831
+6% +$38.8K 0.02% 653
2024
Q3 		$683K Sell
13,389
-707
-5% -$37.3K 0.02% 602
2024
Q2 		$745K Sell
14,096
-425
-3% -$24.3K 0.02% 575
2024
Q1 		$841K Buy
14,521
+1,597
+12% +$88.3K 0.03% 530
2023
Q4 		$709K Sell
12,924
-681
-5% -$34.8K 0.02% 553
2023
Q3 		$701K Buy
13,605
+1,155
+9% +$62K 0.03% 517
2023
Q2 		$663K Sell
12,450
-9,522
-43% -$506K 0.03% 552
2023
Q1 		$1.2M Sell
21,972
-1,334
-6% -$75.1K 0.05% 376
2022
Q4 		$1.17M Buy
23,306
+891
+4% +$43.5K 0.05% 368
2022
Q3 		$985K Buy
22,415
+766
+4% +$38.8K 0.05% 365
2022
Q2 		$1.12M Buy
21,649
+2,734
+14% +$175K 0.07% 305
2022
Q1 		$1.21M Buy
18,915
+2,572
+16% +$155K 0.07% 322
2021
Q4 		$927K Buy
16,343
+10,155
+164% +$579K 0.05% 411
2021
Q3 		$356K Buy
6,188
+53
+0.9% +$3.24K 0.02% 662
2021
Q2 		$388K Buy
6,135
+138
+2% +$9.11K 0.02% 607
2021
Q1 		$383K Buy
5,997
+758
+14% +$45.4K 0.03% 562
2020
Q4 		$291K Buy
5,239
+881
+20% +$45.5K 0.02% 609
2020
Q3 		$205K Buy
+4,358
New +$196K 0.02% 633
2019
Q4 		– Sell
-4,308
Closed -$205K – 599
2019
Q3 		$205K Sell
4,308
-382
-8% -$17.9K 0.03% 502
2019
Q2 		$231K Buy
+4,690
New +$248K 0.03% 494

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mutual Advisors's DOW Position: Q1 2026 in Review

Mutual Advisors reduced its Dow Inc (DOW) stake by 39% in Q1 2026, selling an estimated $214K and leaving 10,647 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #938.

Mutual Advisors first reported a position in DOW in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.21M in Q1 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Mutual Advisors held 10,647 shares of Dow Inc worth $443K as of Q1 2026.
  • Mutual Advisors sold 6,735 Dow Inc shares in Q1 2026, an estimated $214K.
  • Dow Inc made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #938 holding.
  • Mutual Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 25 quarters since.
  • Mutual Advisors's Dow Inc position peaked at $1.21M in Q1 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.