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Sax Wealth Advisors’s Dow Inc DOW Stock Holding History

Sax 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 		$242K Buy
+5,820
New +$211K 0.01% 492
2025
Q1 		– Sell
-5,204
Closed -$209K – 369
2024
Q4 		$209K Sell
5,204
-923
-15% -$43.1K 0.02% 313
2024
Q3 		$335K Buy
+6,127
New +$323K 0.03% 211

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

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

Sax Wealth Advisors opened a new position in Dow Inc (DOW) in Q2 2026: 5,820 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in DOW as recently as Q4 2024.

Sax Wealth Advisors first reported a position in DOW in Q3 2024 and has held it in 3 quarters since. The position peaked at $335K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Sax Wealth Advisors held 5,820 shares of Dow Inc worth $242K as of Q2 2026.
  • Dow Inc was a new Sax Wealth Advisors position in Q2 2026.
  • Dow Inc made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #492 holding.
  • Sax Wealth Advisors first reported a position in Dow Inc in Q3 2024 and has held it in 3 quarters since.
  • Sax Wealth Advisors's Dow Inc position peaked at $335K in Q3 2024.
  • 1,207 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.