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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Savvy Advisors Inc's DOW Position: Q1 2026 in Review

Savvy Advisors Inc increased its Dow Inc (DOW) stake by 13% in Q1 2026, buying an estimated $84.4K and bringing the position to 23,008 shares worth $958K. The position accounts for 0.03% of the portfolio, ranked #447.

Savvy Advisors Inc first reported a position in DOW in Q4 2023 and has held it in 10 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Savvy Advisors Inc held 23,008 shares of Dow Inc worth $958K as of Q1 2026.
  • Savvy Advisors Inc bought 2,662 Dow Inc shares in Q1 2026, an estimated $84.4K.
  • Dow Inc made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #447 holding.
  • Savvy Advisors Inc first reported a position in Dow Inc in Q4 2023 and has held it in 10 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.