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Palacios Wealth Management’s Dow Inc DOW Stock Holding History

Palacios Wealth Management’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
Q2 		– Sell
-6,220
Closed -$252K – 77
2026
Q1 		$252K Buy
+6,220
New +$197K 0.16% 66
2025
Q4 		– Sell
-9,105
Closed -$209K – 71
2025
Q3 		$209K Buy
+9,105
New +$227K 0.14% 72

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Palacios Wealth Management's DOW Position: Q2 2026 in Review

Palacios Wealth Management sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 6,220 shares — an estimated $252K sold.

Palacios Wealth Management first reported a position in DOW in Q3 2025 and held it in 2 quarters. The position peaked at $252K in Q1 2026. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Palacios Wealth Management reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Palacios Wealth Management sold 6,220 Dow Inc shares in Q2 2026, an estimated $252K.
  • Palacios Wealth Management first reported a position in Dow Inc in Q3 2025 and held it in 2 quarters.
  • Palacios Wealth Management's Dow Inc position peaked at $252K in Q1 2026.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.