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SOA Wealth Advisors’s Dow Inc DOW Stock Holding History

SOA 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
Q1 		$14.5K Hold
347
– – ﹤0.01% 540
2025
Q4 		$8.11K Hold
347
– – ﹤0.01% 622
2025
Q3 		$7.96K Buy
347
+300
+638% +$7.47K ﹤0.01% 634
2025
Q2 		$1.25K Hold
47
– – ﹤0.01% 743
2025
Q1 		$1.64K Sell
47
-100
-68% -$3.84K ﹤0.01% 717
2024
Q4 		$5.9K Sell
147
-167
-53% -$7.79K ﹤0.01% 602
2024
Q3 		$17.1K Buy
314
+1
+0.3% +$53 ﹤0.01% 469
2024
Q2 		$16.6K Buy
313
+1
+0.3% +$57 ﹤0.01% 465
2024
Q1 		$18.1K Hold
312
– – ﹤0.01% 454
2023
Q4 		$17.1K Buy
312
+1
+0.3% +$51 ﹤0.01% 450
2023
Q3 		$16K Buy
311
+1
+0.3% +$54 ﹤0.01% 459
2023
Q2 		$16.5K Sell
310
-46
-13% -$2.44K ﹤0.01% 459
2023
Q1 		$19.5K Buy
356
+1
+0.3% +$56 ﹤0.01% 429
2022
Q4 		$17.9K Buy
355
+1
+0.3% +$49 ﹤0.01% 424
2022
Q3 		$15K Sell
354
-4
-1% -$203 ﹤0.01% 439
2022
Q2 		$18K Sell
358
-12
-3% -$769 0.01% 399
2022
Q1 		$23K Buy
370
+1
+0.3% +$60 0.01% 440
2021
Q4 		$20K Hold
369
– – ﹤0.01% 444
2021
Q3 		$21K Buy
369
+46
+14% +$2.82K 0.01% 450
2021
Q2 		$20K Buy
323
+1
+0.3% +$66 0.01% 459
2021
Q1 		$20K Buy
322
+12
+4% +$718 0.01% 402
2020
Q4 		$17K Buy
+310
New +$16K ﹤0.01% 430

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

SOA Wealth Advisors's DOW Position: Q1 2026 in Review

SOA Wealth Advisors held its Dow Inc (DOW) position steady in Q1 2026 at 347 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

SOA Wealth Advisors first reported a position in DOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $23K in Q1 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • SOA Wealth Advisors held 347 shares of Dow Inc worth $14.5K as of Q1 2026.
  • SOA Wealth Advisors left its Dow Inc share count unchanged in Q1 2026.
  • Dow Inc made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #540 holding.
  • SOA Wealth Advisors first reported a position in Dow Inc in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Dow Inc position peaked at $23K in Q1 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.