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Regal Investment Advisors’s Dow Inc DOW Stock Holding History

Regal Investment 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 		– Sell
-7,660
Closed -$319K – 660
2026
Q1 		$319K Buy
+7,660
New +$243K 0.02% 517
2025
Q2 		– Sell
-7,583
Closed -$265K – 487
2025
Q1 		$265K Sell
7,583
-5,669
-43% -$218K 0.02% 424
2024
Q4 		$532K Sell
13,252
-1,947
-13% -$90.8K 0.04% 314
2024
Q3 		$830K Buy
15,199
+460
+3% +$24.3K 0.06% 274
2024
Q2 		$782K Buy
14,739
+2,133
+17% +$122K 0.05% 290
2024
Q1 		$730K Sell
12,606
-107
-0.8% -$5.91K 0.05% 293
2023
Q4 		$697K Sell
12,713
-600
-5% -$30.7K 0.05% 275
2023
Q3 		$686K Buy
13,313
+897
+7% +$48.2K 0.06% 249
2023
Q2 		$661K Sell
12,416
-3,606
-23% -$192K 0.06% 253
2023
Q1 		$878K Buy
16,022
+1,069
+7% +$60.1K 0.08% 207
2022
Q4 		$753K Sell
14,953
-3,229
-18% -$158K 0.07% 217
2022
Q3 		$799K Buy
18,182
+38
+0.2% +$1.93K 0.08% 202
2022
Q2 		$936K Buy
18,144
+170
+0.9% +$10.9K 0.1% 199
2022
Q1 		$1.15M Sell
17,974
-557
-3% -$33.6K 0.11% 197
2021
Q4 		$1.05M Buy
18,531
+503
+3% +$28.7K 0.09% 234
2021
Q3 		$1.04M Buy
18,028
+2,129
+13% +$130K 0.1% 220
2021
Q2 		$1.01M Buy
+15,899
New +$1.05M 0.1% 219
2021
Q1 		– Sell
-14,253
Closed -$791K – 115
2020
Q4 		$791K Buy
+14,253
New +$736K 0.09% 208
2020
Q1 		– Sell
-17,030
Closed -$932K – 84
2019
Q4 		$932K Sell
17,030
-4,550
-21% -$235K 0.17% 134
2019
Q3 		$1.03M Sell
21,580
-1,769
-8% -$82.8K 0.2% 131
2019
Q2 		$1.15M Buy
+23,349
New +$1.23M 0.22% 125

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

Regal Investment Advisors's DOW Position: Q2 2026 in Review

Regal Investment Advisors sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 7,660 shares — an estimated $319K sold.

Regal Investment Advisors first reported a position in DOW in Q2 2019 and held it in 21 quarters. The position peaked at $1.15M in Q2 2019. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Regal Investment Advisors reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 7,660 Dow Inc shares in Q2 2026, an estimated $319K.
  • Regal Investment Advisors first reported a position in Dow Inc in Q2 2019 and held it in 21 quarters.
  • Regal Investment Advisors's Dow Inc position peaked at $1.15M in Q2 2019.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.