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Principle Wealth Partners’s Dow Inc DOW Stock Holding History

Principle Wealth Partners’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 		$541K Hold
12,982
– – 0.03% 229
2025
Q4 		$304K Sell
12,982
-2,066
-14% -$47.5K 0.02% 317
2025
Q3 		$345K Buy
15,048
+159
+1% +$3.96K 0.02% 286
2025
Q2 		$394K Sell
14,889
-7,831
-34% -$228K 0.02% 260
2025
Q1 		$793K Sell
22,720
-31,643
-58% -$1.22M 0.06% 177
2024
Q4 		$2.18M Sell
54,363
-38,138
-41% -$1.78M 0.15% 117
2024
Q3 		$5.05M Buy
92,501
+5,814
+7% +$307K 0.36% 67
2024
Q2 		$4.6M Buy
86,687
+432
+0.5% +$24.7K 0.35% 73
2024
Q1 		$5M Buy
86,255
+425
+0.5% +$23.5K 0.39% 66
2023
Q4 		$4.71M Sell
85,830
-700
-0.8% -$35.8K 0.41% 65
2023
Q3 		$4.46M Buy
86,530
+888
+1% +$47.7K 0.45% 59
2023
Q2 		$4.56M Buy
85,642
+1,010
+1% +$53.7K 0.46% 53
2023
Q1 		$4.64M Buy
84,632
+3,247
+4% +$183K 0.5% 53
2022
Q4 		$4.1M Sell
81,385
-1,420
-2% -$69.4K 0.46% 56
2022
Q3 		$229K Buy
82,805
+6,486
+8% +$329K 21.6% 1
2022
Q2 		$3.94M Sell
76,319
-1,084
-1% -$69.4K 0.47% 49
2022
Q1 		$4.93M Buy
77,403
+356
+0.5% +$21.5K 0.52% 44
2021
Q4 		$1.37M Buy
77,047
+4,301
+6% +$245K 0.14% 116
2021
Q3 		$4.19M Buy
72,746
+2,880
+4% +$176K 0.48% 46
2021
Q2 		$4.42M Sell
69,866
-6,873
-9% -$454K 0.5% 42
2021
Q1 		$4.91M Buy
76,739
+5,752
+8% +$344K 0.57% 36
2020
Q4 		$3.94M Buy
70,987
+58,404
+464% +$3.02M 0.52% 38
2020
Q3 		$592K Sell
12,583
-3,916
-24% -$176K 0.17% 75
2020
Q2 		$673K Buy
16,499
+4,721
+40% +$173K 0.2% 66
2020
Q1 		$344K Sell
11,778
-635
-5% -$27K 0.13% 103
2019
Q4 		$679K Sell
12,413
-2,319
-16% -$120K 0.22% 79
2019
Q3 		$702K Buy
+14,732
New +$690K 0.24% 71

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

Principle Wealth Partners's DOW Position: Q1 2026 in Review

Principle Wealth Partners held its Dow Inc (DOW) position steady in Q1 2026 at 12,982 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #229.

Principle Wealth Partners first reported a position in DOW in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.05M in Q3 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Principle Wealth Partners held 12,982 shares of Dow Inc worth $541K as of Q1 2026.
  • Principle Wealth Partners left its Dow Inc share count unchanged in Q1 2026.
  • Dow Inc made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #229 holding.
  • Principle Wealth Partners first reported a position in Dow Inc in Q3 2019 and has held it in 27 quarters since.
  • Principle Wealth Partners's Dow Inc position peaked at $5.05M in Q3 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.