PWA
DOW icon

Physician Wealth Advisors’s Dow Inc DOW Stock Holding History

Physician Wealth 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 		$10.7K Sell
390
-68
-15% -$2.47K ﹤0.01% 859
2026
Q1 		$19.1K Sell
458
-95
-17% -$3.01K ﹤0.01% 632
2025
Q4 		$12.9K Sell
553
-337
-38% -$7.75K ﹤0.01% 694
2025
Q3 		$20.4K Buy
890
+314
+55% +$7.82K ﹤0.01% 570
2025
Q2 		$15.3K Sell
576
-10
-2% -$291 ﹤0.01% 565
2025
Q1 		$20.5K Sell
586
-25
-4% -$960 ﹤0.01% 481
2024
Q4 		$24.5K Buy
+611
New +$28.5K ﹤0.01% 468

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Physician Wealth Advisors's DOW Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Dow Inc (DOW) stake by 15% in Q2 2026, selling an estimated $2.47K and leaving 390 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Physician Wealth Advisors first reported a position in DOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.5K in Q4 2024. 262 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Physician Wealth Advisors held 390 shares of Dow Inc worth $10.7K as of Q2 2026.
  • Physician Wealth Advisors sold 68 Dow Inc shares in Q2 2026, an estimated $2.47K.
  • Dow Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #859 holding.
  • Physician Wealth Advisors first reported a position in Dow Inc in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Dow Inc position peaked at $24.5K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.