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Sequoia Financial Advisors’s Dow Inc DOW Stock Holding History

Sequoia Financial 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 		$1.61M Buy
59,024
+24,930
+73% +$905K 0.01% 724
2026
Q1 		$1.42M Buy
34,094
+14,237
+72% +$451K 0.01% 746
2025
Q4 		$464K Buy
19,857
+4,910
+33% +$113K ﹤0.01% 1320
2025
Q3 		$343K Sell
14,947
-6,157
-29% -$153K ﹤0.01% 1324
2025
Q2 		$559K Buy
21,104
+7,353
+53% +$214K ﹤0.01% 946
2025
Q1 		$480K Sell
13,751
-2,294
-14% -$88.1K ﹤0.01% 867
2024
Q4 		$644K Sell
16,045
-4,844
-23% -$226K 0.01% 722
2024
Q3 		$1.14M Sell
20,889
-18,695
-47% -$987K 0.01% 507
2024
Q2 		$2.1M Buy
39,584
+2,668
+7% +$152K 0.03% 317
2024
Q1 		$2.14M Sell
36,916
-2,125
-5% -$117K 0.03% 313
2023
Q4 		$2.14M Buy
39,041
+25,792
+195% +$1.32M 0.03% 344
2023
Q3 		$683K Sell
13,249
-308
-2% -$16.5K 0.01% 427
2023
Q2 		$722K Buy
13,557
+16
+0.1% +$850 0.01% 414
2023
Q1 		$742K Buy
13,541
+996
+8% +$56K 0.02% 372
2022
Q4 		$632K Buy
12,545
+2,650
+27% +$129K 0.02% 379
2022
Q3 		$435K Sell
9,895
-1,027
-9% -$52.1K 0.01% 312
2022
Q2 		$564K Buy
10,922
+489
+5% +$31.3K 0.02% 305
2022
Q1 		$665K Buy
10,433
+1,894
+22% +$114K 0.02% 301
2021
Q4 		$484K Buy
+8,539
New +$487K 0.01% 330
2021
Q3 		– Sell
-9,420
Closed -$596K – 310
2021
Q2 		$596K Buy
9,420
+710
+8% +$46.9K 0.02% 253
2021
Q1 		$557K Buy
8,710
+100
+1% +$5.98K 0.02% 249
2020
Q4 		$478K Sell
8,610
-493
-5% -$25.5K 0.02% 254
2020
Q3 		$428K Sell
9,103
-388
-4% -$17.4K 0.02% 245
2020
Q2 		$387K Sell
9,491
-450
-5% -$16.5K 0.02% 252
2020
Q1 		$291K Sell
9,941
-2,456
-20% -$104K 0.02% 274
2019
Q4 		$678K Buy
+12,397
New +$641K 0.04% 182
2019
Q3 		– Sell
-13,515
Closed -$666K – 366
2019
Q2 		$666K Buy
+13,515
New +$713K 0.05% 160

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

Sequoia Financial Advisors's DOW Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Dow Inc (DOW) stake by 73% in Q2 2026, buying an estimated $905K and bringing the position to 59,024 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #724.

Sequoia Financial Advisors first reported a position in DOW in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.14M in Q4 2023. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Sequoia Financial Advisors held 59,024 shares of Dow Inc worth $1.61M as of Q2 2026.
  • Sequoia Financial Advisors bought 24,930 Dow Inc shares in Q2 2026, an estimated $905K.
  • Dow Inc made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #724 holding.
  • Sequoia Financial Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 27 quarters since.
  • Sequoia Financial Advisors's Dow Inc position peaked at $2.14M in Q4 2023.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.