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NewEdge Wealth’s Dow Inc DOW Stock Holding History

NewEdge Wealth’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 		$430K Sell
10,335
-6,066
-37% -$192K 0.01% 860
2025
Q4 		$383K Buy
16,401
+6,107
+59% +$140K ﹤0.01% 934
2025
Q3 		$234K Sell
10,294
-1,202
-10% -$29.9K ﹤0.01% 946
2025
Q2 		$248K Buy
11,496
+3,241
+39% +$94.3K ﹤0.01% 877
2025
Q1 		$288K Buy
+8,255
New +$317K 0.01% 781
2024
Q4 		– Sell
-5,943
Closed -$325K – 924
2024
Q3 		$325K Buy
5,943
+473
+9% +$25K 0.01% 708
2024
Q2 		$290K Sell
5,470
-286
-5% -$16.3K 0.01% 649
2024
Q1 		$327K Buy
+5,756
New +$318K 0.01% 645
2023
Q1 		– Sell
-4,067
Closed -$205K – 619
2022
Q4 		$205K Buy
+4,067
New +$199K 0.01% 515

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

NewEdge Wealth's DOW Position: Q1 2026 in Review

NewEdge Wealth reduced its Dow Inc (DOW) stake by 37% in Q1 2026, selling an estimated $192K and leaving 10,335 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #860.

NewEdge Wealth first reported a position in DOW in Q4 2022 and has held it in 9 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • NewEdge Wealth held 10,335 shares of Dow Inc worth $430K as of Q1 2026.
  • NewEdge Wealth sold 6,066 Dow Inc shares in Q1 2026, an estimated $192K.
  • Dow Inc made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #860 holding.
  • NewEdge Wealth first reported a position in Dow Inc in Q4 2022 and has held it in 9 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.