OW
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Olistico Wealth’s Dow Inc DOW Stock Holding History

Olistico 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
Q3 		$11.8K Sell
428
-14
-3% -$417 ﹤0.01% 249
2026
Q2 		$12.1K Hold
442
– – 0.01% 237
2026
Q1 		$18.4K Sell
442
-441
-50% -$14K 0.01% 223
2025
Q4 		$20.6K Buy
+883
New +$20.3K 0.01% 215
2025
Q3 		– Sell
-1,430
Closed -$37.9K – 159
2025
Q2 		$37.9K Buy
1,430
+600
+72% +$17.5K 0.02% 186
2025
Q1 		$29K Sell
830
-1
-0.1% -$38 0.02% 189
2024
Q4 		$33.3K Sell
831
-41
-5% -$1.91K 0.02% 181
2024
Q3 		$47.7K Sell
872
-81
-8% -$4.28K 0.03% 165
2024
Q2 		$50.5K Buy
+953
New +$54.4K 0.03% 161
2023
Q2 		– Sell
-4,105
Closed -$225K – 111
2023
Q1 		$225K Buy
4,105
+80
+2% +$4.5K 0.22% 94
2022
Q4 		$203K Buy
+4,025
New +$197K 0.22% 97

Other funds holding DOW

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Olistico Wealth's DOW Position: Q3 2026 in Review

Olistico Wealth reduced its Dow Inc (DOW) stake by 3.2% in Q3 2026, selling an estimated $417 and leaving 428 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Olistico Wealth first reported a position in DOW in Q4 2022 and has held it in 11 quarters since. The position peaked at $225K in Q1 2023. 20 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Olistico Wealth held 428 shares of Dow Inc worth $11.8K as of Q3 2026.
  • Olistico Wealth sold 14 Dow Inc shares in Q3 2026, an estimated $417.
  • Dow Inc made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #249 holding.
  • Olistico Wealth first reported a position in Dow Inc in Q4 2022 and has held it in 11 quarters since.
  • Olistico Wealth's Dow Inc position peaked at $225K in Q1 2023.
  • 20 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.