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Pension & Wealth Management Advisors’s Dow Inc DOW Stock Holding History

Pension & Wealth Management Advisors’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 		$27 Hold
1
– – ﹤0.01% 540
2026
Q1 		$42 Hold
1
– – ﹤0.01% 505
2025
Q4 		$23 Hold
1
– – ﹤0.01% 532
2025
Q3 		$23 Hold
1
– – ﹤0.01% 537
2025
Q2 		$26 Buy
+1
New +$29 ﹤0.01% 494

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pension & Wealth Management Advisors's DOW Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Dow Inc (DOW) position steady in Q2 2026 at 1 share worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Pension & Wealth Management Advisors first reported a position in DOW in Q2 2025 and has held it in 5 quarters since. The position peaked at $42 in Q1 2026. 1,135 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Pension & Wealth Management Advisors held 1 share of Dow Inc worth $27 as of Q2 2026.
  • Pension & Wealth Management Advisors left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #540 holding.
  • Pension & Wealth Management Advisors first reported a position in Dow Inc in Q2 2025 and has held it in 5 quarters since.
  • Pension & Wealth Management Advisors's Dow Inc position peaked at $42 in Q1 2026.
  • 1,135 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.