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Principia Wealth Advisory’s Dow Inc DOW Stock Holding History

Principia Wealth Advisory’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 		$2K Sell
73
-4
-5% -$145 ﹤0.01% 592
2026
Q1 		$3.21K Buy
77
+8
+12% +$254 ﹤0.01% 395
2025
Q4 		$1.61K Buy
69
+36
+109% +$828 ﹤0.01% 517
2025
Q3 		$757 Sell
33
-20
-38% -$498 ﹤0.01% 712
2025
Q2 		$1.4K Buy
+53
New +$1.54K ﹤0.01% 478
2025
Q1 		– Sell
-42
Closed -$1.69K – 871
2024
Q4 		$1.69K Buy
+42
New +$1.96K ﹤0.01% 272

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

Principia Wealth Advisory's DOW Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Dow Inc (DOW) stake by 5.2% in Q2 2026, selling an estimated $145 and leaving 73 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Principia Wealth Advisory first reported a position in DOW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.21K in Q1 2026. 1,201 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Principia Wealth Advisory held 73 shares of Dow Inc worth $2K as of Q2 2026.
  • Principia Wealth Advisory sold 4 Dow Inc shares in Q2 2026, an estimated $145.
  • Dow Inc made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #592 holding.
  • Principia Wealth Advisory first reported a position in Dow Inc in Q4 2024 and has held it in 6 quarters since.
  • Principia Wealth Advisory's Dow Inc position peaked at $3.21K in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.