PWPS
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Pinnacle Wealth Planning Services’s Dow Inc DOW Stock Holding History

Pinnacle Wealth Planning Services’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 		$226K Sell
5,425
-35
-0.6% -$1.11K 0.02% 433
2025
Q4 		$128K Buy
+5,460
New +$126K 0.01% 659
2025
Q2 		– Sell
-7,937
Closed -$277K – 463
2025
Q1 		$277K Buy
+7,937
New +$305K 0.04% 281
2024
Q4 		– Sell
-6,672
Closed -$364K – 433
2024
Q3 		$364K Buy
6,672
+2
+0% +$106 0.05% 247
2024
Q2 		$354K Buy
6,670
+258
+4% +$14.7K 0.05% 247
2024
Q1 		$371K Buy
6,412
+151
+2% +$8.35K 0.05% 243
2023
Q4 		$343K Sell
6,261
-147
-2% -$7.51K 0.05% 238
2023
Q3 		$330K Buy
6,408
+117
+2% +$6.28K 0.05% 234
2023
Q2 		$335K Sell
6,291
-435
-6% -$23.1K 0.05% 240
2023
Q1 		$369K Buy
6,726
+1,151
+21% +$64.8K 0.06% 229
2022
Q4 		$281K Sell
5,575
-1,644
-23% -$80.3K 0.05% 279
2022
Q3 		$318K Buy
+7,219
New +$366K 0.06% 222
2022
Q2 		– Sell
-6,208
Closed -$396K – 436
2022
Q1 		$396K Buy
6,208
+1,379
+29% +$83.2K 0.07% 208
2021
Q4 		$274K Sell
4,829
-775
-14% -$44.2K 0.05% 278
2021
Q3 		$323K Buy
5,604
+956
+21% +$58.5K 0.07% 226
2021
Q2 		$294K Buy
4,648
+39
+0.8% +$2.58K 0.07% 233
2021
Q1 		$295K Buy
4,609
+2,348
+104% +$141K 0.08% 223
2020
Q4 		$125K Buy
+2,261
New +$117K 0.03% 389

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

Pinnacle Wealth Planning Services's DOW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Dow Inc (DOW) stake by 0.64% in Q1 2026, selling an estimated $1.11K and leaving 5,425 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #433.

Pinnacle Wealth Planning Services first reported a position in DOW in Q4 2020 and has held it in 18 quarters since. The position peaked at $396K in Q1 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,425 shares of Dow Inc worth $226K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 35 Dow Inc shares in Q1 2026, an estimated $1.11K.
  • Dow Inc made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #433 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dow Inc in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Dow Inc position peaked at $396K in Q1 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.