SWM
DOW icon

SHP Wealth Management’s Dow Inc DOW Stock Holding History

SHP Wealth Management’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 		$13.2K Buy
484
+9
+2% +$327 ﹤0.01% 888
2026
Q1 		$19.8K Buy
475
+99
+26% +$3.14K ﹤0.01% 728
2025
Q4 		$8.79K Buy
+376
New +$8.64K ﹤0.01% 866

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

SHP Wealth Management's DOW Position: Q2 2026 in Review

SHP Wealth Management increased its Dow Inc (DOW) stake by 1.9% in Q2 2026, buying an estimated $327 and bringing the position to 484 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

SHP Wealth Management first reported a position in DOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.8K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • SHP Wealth Management held 484 shares of Dow Inc worth $13.2K as of Q2 2026.
  • SHP Wealth Management bought 9 Dow Inc shares in Q2 2026, an estimated $327.
  • Dow Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #888 holding.
  • SHP Wealth Management first reported a position in Dow Inc in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Dow Inc position peaked at $19.8K in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.