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Newbridge Financial Services Group’s Dow Inc DOW Stock Holding History

Newbridge Financial Services Group’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 		$211K Buy
7,696
+2,883
+60% +$105K 0.03% 242
2026
Q1 		$200K Sell
4,813
-2,487
-34% -$78.9K 0.03% 218
2025
Q4 		$171K Buy
7,300
+2,000
+38% +$46K 0.03% 252
2025
Q3 		$122K Buy
5,300
+3,143
+146% +$78.3K 0.02% 364
2025
Q2 		$57.1K Hold
2,157
– – 0.01% 481
2025
Q1 		$75.3K Buy
2,157
+600
+39% +$23K 0.02% 300
2024
Q4 		$62.5K Buy
+1,557
New +$72.6K 0.02% 354
2024
Q3 		– Sell
-343
Closed -$18.2K – 759
2024
Q2 		$18.2K Sell
343
-203
-37% -$11.6K 0.01% 589
2024
Q1 		$31.6K Sell
546
-86
-14% -$4.75K 0.01% 506
2023
Q4 		$34.7K Sell
632
-217
-26% -$11.1K 0.02% 473
2023
Q3 		$43.8K Buy
849
+5
+0.6% +$268 0.02% 440
2023
Q2 		$45K Buy
844
+27
+3% +$1.44K 0.02% 484
2023
Q1 		$44.8K Buy
817
+97
+13% +$5.46K 0.02% 491
2022
Q4 		$36.3K Buy
720
+102
+17% +$4.98K 0.02% 542
2022
Q3 		$27K Buy
618
+148
+31% +$7.5K 0.02% 604
2022
Q2 		$24K Buy
470
+183
+64% +$11.7K 0.01% 600
2022
Q1 		$18K Buy
287
+18
+7% +$1.09K 0.01% 754
2021
Q4 		$15K Sell
269
-299
-53% -$17K 0.01% 800
2021
Q3 		$33K Sell
568
-300
-35% -$18.4K 0.02% 524
2021
Q2 		$55K Buy
868
+303
+54% +$20K 0.03% 411
2021
Q1 		$36K Hold
565
– – 0.03% 483
2020
Q4 		$31K Hold
565
– – 0.03% 437
2020
Q3 		$27K Buy
+565
New +$25.4K 0.03% 428

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

Newbridge Financial Services Group's DOW Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Dow Inc (DOW) stake by 60% in Q2 2026, buying an estimated $105K and bringing the position to 7,696 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #242.

Newbridge Financial Services Group first reported a position in DOW in Q3 2020 and has held it in 23 quarters since. 1,197 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Newbridge Financial Services Group held 7,696 shares of Dow Inc worth $211K as of Q2 2026.
  • Newbridge Financial Services Group bought 2,883 Dow Inc shares in Q2 2026, an estimated $105K.
  • Dow Inc made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #242 holding.
  • Newbridge Financial Services Group first reported a position in Dow Inc in Q3 2020 and has held it in 23 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.