Retirement Wealth Solutions
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Retirement Wealth Solutions’s Dow Inc DOW Stock Holding History

Retirement Wealth Solutions’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
Q3 		$1.85K Buy
67
+53
+379% +$1.58K ﹤0.01% 613
2026
Q2 		$384 Hold
14
– – ﹤0.01% 747
2026
Q1 		$584 Sell
14
-7
-33% -$222 ﹤0.01% 708
2025
Q4 		$492 Buy
21
+19
+950% +$437 ﹤0.01% 680
2025
Q3 		$42 Sell
2
-93
-98% -$2.32K ﹤0.01% 801
2025
Q2 		$2.51K Sell
95
-72
-43% -$2.1K ﹤0.01% 364
2025
Q1 		$5.82K Buy
167
+123
+280% +$4.72K ﹤0.01% 272
2024
Q4 		$1.69K Buy
+44
New +$2.05K ﹤0.01% 368

Other funds holding DOW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Retirement Wealth Solutions's DOW Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Dow Inc (DOW) stake by 379% in Q3 2026, buying an estimated $1.58K and bringing the position to 67 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Retirement Wealth Solutions first reported a position in DOW in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.82K in Q1 2025. 697 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Retirement Wealth Solutions held 67 shares of Dow Inc worth $1.85K as of Q3 2026.
  • Retirement Wealth Solutions bought 53 Dow Inc shares in Q3 2026, an estimated $1.58K.
  • Dow Inc made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #613 holding.
  • Retirement Wealth Solutions first reported a position in Dow Inc in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Dow Inc position peaked at $5.82K in Q1 2025.
  • 697 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.