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Spartan Wealth Advisory Services LLC’s Dow Inc DOW Stock Holding History

Spartan Wealth Advisory Services LLC’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 		– Sell
-5,400
Closed -$225K – 324
2026
Q1 		$225K Buy
+5,400
New +$171K 0.02% 289

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Vanguard Portfolio Management
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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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's DOW Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 5,400 shares — an estimated $225K sold.

Spartan Wealth Advisory Services LLC first reported a position in DOW in Q1 2026 and held it in 1 quarter. The position peaked at $225K in Q1 2026. 1,135 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Spartan Wealth Advisory Services LLC reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Spartan Wealth Advisory Services LLC sold 5,400 Dow Inc shares in Q2 2026, an estimated $225K.
  • Spartan Wealth Advisory Services LLC first reported a position in Dow Inc in Q1 2026 and held it in 1 quarter.
  • Spartan Wealth Advisory Services LLC's Dow Inc position peaked at $225K in Q1 2026.
  • 1,135 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.