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Obermeyer Wealth Partners’s Dow Inc DOW Stock Holding History

Obermeyer 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 		$984K Sell
23,621
-170
-0.7% -$5.39K 0.05% 115
2025
Q4 		$556K Sell
23,791
-8
-0% -$184 0.03% 163
2025
Q3 		$546K Hold
23,799
– – 0.03% 157
2025
Q2 		$630K Buy
23,799
+11,903
+100% +$346K 0.03% 139
2025
Q1 		$415K Sell
11,896
-1,736
-13% -$66.7K 0.02% 168
2024
Q4 		$547K Buy
13,632
+1,745
+15% +$81.4K 0.03% 141
2024
Q3 		$649K Hold
11,887
– – 0.03% 129
2024
Q2 		$631K Sell
11,887
-1,107
-9% -$63.2K 0.04% 128
2024
Q1 		$753K Buy
12,994
+1,107
+9% +$61.2K 0.04% 110
2023
Q4 		$652K Sell
11,887
-366
-3% -$18.7K 0.04% 93
2023
Q3 		$632K Buy
12,253
+170
+1% +$9.13K 0.05% 97
2023
Q2 		$644K Hold
12,083
– – 0.05% 102
2023
Q1 		$662K Sell
12,083
-242
-2% -$13.6K 0.05% 97
2022
Q4 		$621K Sell
12,325
-279
-2% -$13.6K 0.05% 100
2022
Q3 		$554K Sell
12,604
-1,408
-10% -$71.4K 0.04% 104
2022
Q2 		$723K Hold
14,012
– – 0.05% 82
2022
Q1 		$893K Sell
14,012
-2,465
-15% -$149K 0.05% 82
2021
Q4 		$935K Hold
16,477
– – 0.05% 80
2021
Q3 		$948K Hold
16,477
– – 0.05% 77
2021
Q2 		$1.04M Sell
16,477
-678
-4% -$44.8K 0.06% 77
2021
Q1 		$1.1M Sell
17,155
-2,215
-11% -$133K 0.07% 70
2020
Q4 		$1.07M Sell
19,370
-350
-2% -$18.1K 0.07% 61
2020
Q3 		$928K Buy
19,720
+845
+4% +$38K 0.07% 58
2020
Q2 		$769K Buy
18,875
+2,426
+15% +$88.8K 0.07% 56
2020
Q1 		$481K Buy
16,449
+4,261
+35% +$181K 0.05% 71
2019
Q4 		$667K Buy
+12,188
New +$630K 0.06% 68

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

Obermeyer Wealth Partners's DOW Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Dow Inc (DOW) stake by 0.71% in Q1 2026, selling an estimated $5.39K and leaving 23,621 shares worth $984K. The position accounts for 0.05% of the portfolio, ranked #115.

Obermeyer Wealth Partners first reported a position in DOW in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q1 2021. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Obermeyer Wealth Partners held 23,621 shares of Dow Inc worth $984K as of Q1 2026.
  • Obermeyer Wealth Partners sold 170 Dow Inc shares in Q1 2026, an estimated $5.39K.
  • Dow Inc made up 0.05% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #115 holding.
  • Obermeyer Wealth Partners first reported a position in Dow Inc in Q4 2019 and has held it in 26 quarters since.
  • Obermeyer Wealth Partners's Dow Inc position peaked at $1.1M in Q1 2021.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.