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Provenance Wealth Advisors’s Dow Inc DOW Stock Holding History

Provenance 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 		$248K Buy
9,081
+285
+3% +$10.3K 0.02% 123
2026
Q1 		$366K Hold
8,796
– – 0.04% 85
2025
Q4 		$206K Hold
8,796
– – 0.02% 108
2025
Q3 		$202K Hold
8,796
– – 0.03% 125
2025
Q2 		$233K Sell
8,796
-100
-1% -$2.91K 0.03% 110
2025
Q1 		$311K Buy
8,896
+8,130
+1,061% +$312K 0.04% 99
2024
Q4 		$30.7K Sell
766
-5,489
-88% -$256K ﹤0.01% 249
2024
Q3 		$342K Sell
6,255
-10
-0.2% -$528 0.04% 119
2024
Q2 		$332K Hold
6,265
– – 0.05% 109
2024
Q1 		$363K Hold
6,265
– – 0.05% 104
2023
Q4 		$344K Buy
6,265
+110
+2% +$5.62K 0.05% 102
2023
Q3 		$317K Buy
+6,155
New +$330K 0.05% 97

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

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

Provenance Wealth Advisors increased its Dow Inc (DOW) stake by 3.2% in Q2 2026, buying an estimated $10.3K and bringing the position to 9,081 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #123.

Provenance Wealth Advisors first reported a position in DOW in Q3 2023 and has held it in 12 quarters since. The position peaked at $366K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Provenance Wealth Advisors held 9,081 shares of Dow Inc worth $248K as of Q2 2026.
  • Provenance Wealth Advisors bought 285 Dow Inc shares in Q2 2026, an estimated $10.3K.
  • Dow Inc made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Provenance Wealth Advisors first reported a position in Dow Inc in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Dow Inc position peaked at $366K in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.