NWWA
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New Wave Wealth Advisors’s Dow Inc DOW Stock Holding History

New Wave Wealth 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 		$638K Buy
+23,330
New +$847K 0.17% 115
2025
Q1 		– Sell
-106
Closed -$4.24K – 276
2024
Q4 		$4.24K Buy
+106
New +$4.95K ﹤0.01% 458
2024
Q3 		– Sell
-6,798
Closed -$361K – 153
2024
Q2 		$361K Buy
+6,798
New +$388K 0.19% 82

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

New Wave Wealth Advisors's DOW Position: Q2 2026 in Review

New Wave Wealth Advisors opened a new position in Dow Inc (DOW) in Q2 2026: 23,330 shares worth $638K. The stake represents 0.17% of the portfolio and ranks #115 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in DOW as recently as Q4 2024.

New Wave Wealth Advisors first reported a position in DOW in Q2 2024 and has held it in 3 quarters since. 1,204 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • New Wave Wealth Advisors held 23,330 shares of Dow Inc worth $638K as of Q2 2026.
  • Dow Inc was a new New Wave Wealth Advisors position in Q2 2026.
  • Dow Inc made up 0.17% of New Wave Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • New Wave Wealth Advisors first reported a position in Dow Inc in Q2 2024 and has held it in 3 quarters since.
  • 1,204 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.