Obermeyer Wealth Partners
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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
Q3 		$729K Hold
26,469
– – 0.03% 146
2026
Q2 		$724K Buy
26,469
+2,848
+12% +$103K 0.03% 143
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 		$1.08M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Obermeyer Wealth Partners's DOW Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Dow Inc (DOW) position steady in Q3 2026 at 26,469 shares worth $729K. The position accounts for 0.03% of the portfolio, ranked #146.

Obermeyer Wealth Partners first reported a position in DOW in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.1M in Q1 2021. 678 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Obermeyer Wealth Partners held 26,469 shares of Dow Inc worth $729K as of Q3 2026.
  • Obermeyer Wealth Partners left its Dow Inc share count unchanged in Q3 2026.
  • Dow Inc made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #146 holding.
  • Obermeyer Wealth Partners first reported a position in Dow Inc in Q4 2019 and has held it in 28 quarters since.
  • Obermeyer Wealth Partners's Dow Inc position peaked at $1.1M in Q1 2021.
  • 678 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.