NRWA
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North Ridge Wealth Advisors’s Dow Inc DOW Stock Holding History

North Ridge 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
Q1 		$13.3K Hold
320
– – 0.01% 128
2025
Q4 		$7.49K Hold
320
– – ﹤0.01% 130
2025
Q3 		$7.34K Hold
320
– – ﹤0.01% 138
2025
Q2 		$8.48K Sell
320
-107
-25% -$3.11K 0.01% 124
2025
Q1 		$14.9K Hold
427
– – 0.01% 104
2024
Q4 		$17.1K Buy
+427
New +$19.9K 0.01% 102

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

North Ridge Wealth Advisors's DOW Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Dow Inc (DOW) position steady in Q1 2026 at 320 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #128.

North Ridge Wealth Advisors first reported a position in DOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.1K in Q4 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • North Ridge Wealth Advisors held 320 shares of Dow Inc worth $13.3K as of Q1 2026.
  • North Ridge Wealth Advisors left its Dow Inc share count unchanged in Q1 2026.
  • Dow Inc made up 0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #128 holding.
  • North Ridge Wealth Advisors first reported a position in Dow Inc in Q4 2024 and has held it in 6 quarters since.
  • North Ridge Wealth Advisors's Dow Inc position peaked at $17.1K in Q4 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.