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Savvy Advisors Inc’s Dow Inc DOW Stock Holding History

Savvy Advisors Inc’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 		$710K Buy
25,934
+2,926
+13% +$106K 0.02% 649
2026
Q1 		$958K Buy
23,008
+2,662
+13% +$84.4K 0.03% 447
2025
Q4 		$476K Buy
20,346
+1,244
+7% +$28.6K 0.02% 586
2025
Q3 		$438K Sell
19,102
-605
-3% -$15.1K 0.02% 470
2025
Q2 		$522K Buy
19,707
+8,475
+75% +$247K 0.03% 339
2025
Q1 		$392K Sell
11,232
-789
-7% -$30.3K 0.04% 333
2024
Q4 		$482K Sell
12,021
-1
-0% -$47 0.06% 248
2024
Q3 		$657K Sell
12,022
-622
-5% -$32.8K 0.13% 157
2024
Q2 		$671K Buy
12,644
+729
+6% +$41.6K 0.22% 104
2024
Q1 		$690K Sell
11,915
-1,511
-11% -$83.5K 0.4% 65
2023
Q4 		$736K Buy
+13,426
New +$686K 0.71% 31

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's DOW Position: Q2 2026 in Review

Savvy Advisors Inc increased its Dow Inc (DOW) stake by 13% in Q2 2026, buying an estimated $106K and bringing the position to 25,934 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #649.

Savvy Advisors Inc first reported a position in DOW in Q4 2023 and has held it in 11 quarters since. The position peaked at $958K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Savvy Advisors Inc held 25,934 shares of Dow Inc worth $710K as of Q2 2026.
  • Savvy Advisors Inc bought 2,926 Dow Inc shares in Q2 2026, an estimated $106K.
  • Dow Inc made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #649 holding.
  • Savvy Advisors Inc first reported a position in Dow Inc in Q4 2023 and has held it in 11 quarters since.
  • Savvy Advisors Inc's Dow Inc position peaked at $958K in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.