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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
Q2 		$480K Buy
17,547
+7,212
+70% +$262K ﹤0.01% 873
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 $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

NewEdge Wealth's DOW Position: Q2 2026 in Review

NewEdge Wealth increased its Dow Inc (DOW) stake by 70% in Q2 2026, buying an estimated $262K and bringing the position to 17,547 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

NewEdge Wealth first reported a position in DOW in Q4 2022 and has held it in 10 quarters since. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • NewEdge Wealth held 17,547 shares of Dow Inc worth $480K as of Q2 2026.
  • NewEdge Wealth bought 7,212 Dow Inc shares in Q2 2026, an estimated $262K.
  • Dow Inc made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #873 holding.
  • NewEdge Wealth first reported a position in Dow Inc in Q4 2022 and has held it in 10 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.