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Spire Wealth Management’s Dow Inc DOW Stock Holding History

Spire 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 		$38.2K Sell
1,395
-3,081
-69% -$112K ﹤0.01% 1248
2026
Q1 		$186K Sell
4,476
-750
-14% -$23.8K 0.01% 794
2025
Q4 		$122K Buy
5,226
+912
+21% +$21K ﹤0.01% 932
2025
Q3 		$98.9K Buy
4,314
+42
+1% +$1.05K ﹤0.01% 993
2025
Q2 		$113K Sell
4,272
-3,152
-42% -$91.7K ﹤0.01% 929
2025
Q1 		$259K Buy
7,424
+1,426
+24% +$54.8K 0.01% 761
2024
Q4 		$241K Sell
5,998
-2,298
-28% -$107K 0.01% 771
2024
Q3 		$453K Buy
8,296
+256
+3% +$13.5K 0.02% 542
2024
Q2 		$427K Sell
8,040
-4,317
-35% -$247K 0.02% 522
2024
Q1 		$716K Sell
12,357
-315
-2% -$17.4K 0.01% 439
2023
Q4 		$669K Sell
12,672
-36
-0.3% -$1.84K 0.02% 449
2023
Q3 		$655K Buy
12,708
+2,045
+19% +$110K 0.02% 422
2023
Q2 		$568K Sell
10,663
-735
-6% -$39.1K 0.02% 467
2023
Q1 		$625K Buy
11,398
+3,020
+36% +$170K 0.02% 441
2022
Q4 		$422K Buy
8,378
+1,234
+17% +$60.3K 0.02% 388
2022
Q3 		$314K Sell
7,144
-2,999
-30% -$152K 0.02% 426
2022
Q2 		$523K Sell
10,143
-1,654
-14% -$106K 0.02% 458
2022
Q1 		$752K Sell
11,797
-2,916
-20% -$176K 0.02% 459
2021
Q4 		$840K Buy
14,713
+2,048
+16% +$117K 0.02% 520
2021
Q3 		$729K Buy
12,665
+1,184
+10% +$72.5K 0.02% 484
2021
Q2 		$727K Sell
11,481
-2,172
-16% -$143K 0.02% 506
2021
Q1 		$873K Buy
+13,653
New +$817K 0.02% 487

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

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

Spire Wealth Management reduced its Dow Inc (DOW) stake by 69% in Q2 2026, selling an estimated $112K and leaving 1,395 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Spire Wealth Management first reported a position in DOW in Q1 2021 and has held it in 22 quarters since. The position peaked at $873K in Q1 2021. 1,197 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Spire Wealth Management held 1,395 shares of Dow Inc worth $38.2K as of Q2 2026.
  • Spire Wealth Management sold 3,081 Dow Inc shares in Q2 2026, an estimated $112K.
  • Dow Inc made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1248 holding.
  • Spire Wealth Management first reported a position in Dow Inc in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Dow Inc position peaked at $873K in Q1 2021.
  • 1,197 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.