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Perigon Wealth Management’s Dow Inc DOW Stock Holding History

Perigon 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
Q1 		$668K Buy
16,049
+1,617
+11% +$51.3K 0.01% 662
2025
Q4 		$337K Buy
14,432
+26
+0.2% +$598 0.01% 974
2025
Q3 		$330K Sell
14,406
-8,760
-38% -$218K 0.01% 909
2025
Q2 		$613K Sell
23,166
-2,036
-8% -$59.2K 0.01% 617
2025
Q1 		$880K Sell
25,202
-560
-2% -$21.5K 0.02% 481
2024
Q4 		$1.05M Buy
25,762
+10,028
+64% +$468K 0.03% 435
2024
Q3 		$860K Sell
15,734
-864
-5% -$45.6K 0.02% 475
2024
Q2 		$881K Buy
16,598
+195
+1% +$11.1K 0.03% 401
2024
Q1 		$950K Buy
16,403
+839
+5% +$46.4K 0.03% 383
2023
Q4 		$854K Buy
15,564
+342
+2% +$17.5K 0.03% 374
2023
Q3 		$785K Sell
15,222
-1,831
-11% -$98.3K 0.03% 353
2023
Q2 		$908K Buy
17,053
+9,995
+142% +$531K 0.04% 334
2023
Q1 		$387K Buy
7,058
+174
+3% +$9.79K 0.02% 458
2022
Q4 		$347K Buy
6,884
+1,372
+25% +$67K 0.02% 488
2022
Q3 		$242K Buy
5,512
+202
+4% +$10.2K 0.02% 486
2022
Q2 		$274K Sell
5,310
-1,075
-17% -$68.8K 0.02% 450
2022
Q1 		$407K Buy
6,385
+1,433
+29% +$86.4K 0.03% 402
2021
Q4 		$281K Sell
4,952
-280
-5% -$16K 0.02% 467
2021
Q3 		$301K Buy
5,232
+994
+23% +$60.8K 0.03% 420
2021
Q2 		$268K Buy
4,238
+73
+2% +$4.82K 0.02% 428
2021
Q1 		$266K Buy
4,165
+422
+11% +$25.3K 0.03% 412
2020
Q4 		$208K Buy
+3,743
New +$193K 0.02% 386

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

Perigon Wealth Management's DOW Position: Q1 2026 in Review

Perigon Wealth Management increased its Dow Inc (DOW) stake by 11% in Q1 2026, buying an estimated $51.3K and bringing the position to 16,049 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #662.

Perigon Wealth Management first reported a position in DOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.05M in Q4 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Perigon Wealth Management held 16,049 shares of Dow Inc worth $668K as of Q1 2026.
  • Perigon Wealth Management bought 1,617 Dow Inc shares in Q1 2026, an estimated $51.3K.
  • Dow Inc made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #662 holding.
  • Perigon Wealth Management first reported a position in Dow Inc in Q4 2020 and has held it in 22 quarters since.
  • Perigon Wealth Management's Dow Inc position peaked at $1.05M in Q4 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.