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Private Wealth Management Group’s Dow Inc DOW Stock Holding History

Private Wealth Management Group’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 		$29.3K Buy
1,071
+8
+0.8% +$290 0.01% 300
2026
Q1 		$44.3K Sell
1,063
-8
-0.7% -$254 0.01% 208
2025
Q4 		$25K Buy
1,071
+305
+40% +$7.01K 0.01% 279
2025
Q3 		$17.6K Sell
766
-8
-1% -$199 ﹤0.01% 366
2025
Q2 		$20.5K Sell
774
-77
-9% -$2.24K 0.01% 296
2025
Q1 		$29.7K Buy
851
+389
+84% +$14.9K 0.01% 231
2024
Q4 		$18.5K Sell
462
-306
-40% -$14.3K 0.01% 316
2024
Q3 		$42K Buy
768
+101
+15% +$5.33K 0.02% 178
2024
Q2 		$35.4K Buy
667
+2
+0.3% +$114 0.02% 193
2024
Q1 		$38.5K Sell
665
-46
-6% -$2.54K 0.02% 189
2023
Q4 		$39K Buy
+711
New +$36.3K 0.02% 186

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

Private Wealth Management Group's DOW Position: Q2 2026 in Review

Private Wealth Management Group increased its Dow Inc (DOW) stake by 0.75% in Q2 2026, buying an estimated $290 and bringing the position to 1,071 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #300.

Private Wealth Management Group first reported a position in DOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $44.3K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Private Wealth Management Group held 1,071 shares of Dow Inc worth $29.3K as of Q2 2026.
  • Private Wealth Management Group bought 8 Dow Inc shares in Q2 2026, an estimated $290.
  • Dow Inc made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #300 holding.
  • Private Wealth Management Group first reported a position in Dow Inc in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Dow Inc position peaked at $44.3K in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.