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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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

SHP Wealth Management's DOW Position: Q1 2026 in Review

SHP Wealth Management increased its Dow Inc (DOW) stake by 26% in Q1 2026, buying an estimated $3.14K and bringing the position to 475 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

SHP Wealth Management first reported a position in DOW in Q4 2025 and has held it in 2 quarters since. 1,312 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • SHP Wealth Management held 475 shares of Dow Inc worth $19.8K as of Q1 2026.
  • SHP Wealth Management bought 99 Dow Inc shares in Q1 2026, an estimated $3.14K.
  • Dow Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #728 holding.
  • SHP Wealth Management first reported a position in Dow Inc in Q4 2025 and has held it in 2 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.