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Oak Harbor Wealth Partners’s Dow Inc DOW Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-8,841
Closed -$207K – 280
2025
Q4 		$207K Sell
8,841
-954
-10% -$21.9K 0.05% 190
2025
Q3 		$225K Sell
9,795
-3,688
-27% -$91.9K 0.06% 188
2025
Q2 		$357K Sell
13,483
-400
-3% -$11.6K 0.1% 159
2025
Q1 		$485K Hold
13,883
– – 0.14% 121
2024
Q4 		$557K Sell
13,883
-4,351
-24% -$203K 0.16% 114
2024
Q3 		$996K Buy
18,234
+413
+2% +$21.8K 0.28% 86
2024
Q2 		$945K Buy
17,821
+190
+1% +$10.9K 0.3% 79
2024
Q1 		$1.02M Buy
17,631
+11
+0.1% +$608 0.32% 73
2023
Q4 		$966K Buy
17,620
+647
+4% +$33.1K 0.32% 75
2023
Q3 		$875K Buy
16,973
+276
+2% +$14.8K 0.31% 76
2023
Q2 		$889K Sell
16,697
-409
-2% -$21.7K 0.3% 74
2023
Q1 		$938K Buy
17,106
+10
+0.1% +$563 0.34% 73
2022
Q4 		$861K Buy
17,096
+1,064
+7% +$52K 0.33% 68
2022
Q3 		$704K Buy
16,032
+590
+4% +$29.9K 0.28% 75
2022
Q2 		$797K Sell
15,442
-261
-2% -$16.7K 0.32% 71
2022
Q1 		$1M Sell
15,703
-274
-2% -$16.5K 0.33% 70
2021
Q4 		$906K Buy
+15,977
New +$911K 0.31% 72

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

Oak Harbor Wealth Partners's DOW Position: Q1 2026 in Review

Oak Harbor Wealth Partners sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 8,841 shares — an estimated $207K sold.

Oak Harbor Wealth Partners first reported a position in DOW in Q4 2021 and held it in 17 quarters. The position peaked at $1.02M in Q1 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Oak Harbor Wealth Partners reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 8,841 Dow Inc shares in Q1 2026, an estimated $207K.
  • Oak Harbor Wealth Partners first reported a position in Dow Inc in Q4 2021 and held it in 17 quarters.
  • Oak Harbor Wealth Partners's Dow Inc position peaked at $1.02M in Q1 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.