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Simplicity Wealth’s Dow Inc DOW Stock Holding History

Simplicity Wealth’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 		$365K Buy
+13,324
New +$484K 0.01% 759
2024
Q3 		– Sell
-18,428
Closed -$978K – 681
2024
Q2 		$978K Sell
18,428
-378
-2% -$21.6K 0.02% 535
2024
Q1 		$1.09M Buy
+18,806
New +$1.04M 0.03% 493

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

Simplicity Wealth's DOW Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Dow Inc (DOW) in Q2 2026: 13,324 shares worth $365K. The stake represents 0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in DOW as recently as Q2 2024.

Simplicity Wealth first reported a position in DOW in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.09M in Q1 2024. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Simplicity Wealth held 13,324 shares of Dow Inc worth $365K as of Q2 2026.
  • Dow Inc was a new Simplicity Wealth position in Q2 2026.
  • Dow Inc made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #759 holding.
  • Simplicity Wealth first reported a position in Dow Inc in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Dow Inc position peaked at $1.09M in Q1 2024.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.