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SteelPeak Wealth’s Dow Inc DOW Stock Holding History

SteelPeak 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 		$262K Sell
9,566
-1,120
-10% -$40.6K 0.01% 559
2026
Q1 		$445K Buy
+10,686
New +$339K 0.01% 395
2025
Q4 		– Sell
-40,110
Closed -$920K – 566
2025
Q3 		$920K Sell
40,110
-6,618
-14% -$165K 0.03% 307
2025
Q2 		$1.24M Buy
46,728
+33,343
+249% +$970K 0.05% 246
2025
Q1 		$467K Sell
13,385
-86,661
-87% -$3.33M 0.02% 357
2024
Q4 		$4.01M Sell
100,046
-8,627
-8% -$403K 0.16% 108
2024
Q3 		$5.94M Sell
108,673
-48,775
-31% -$2.57M 0.26% 79
2024
Q2 		$8.35M Buy
157,448
+15,021
+11% +$858K 0.39% 56
2024
Q1 		$8.25M Buy
142,427
+9,010
+7% +$498K 0.42% 57
2023
Q4 		$7.32M Sell
133,417
-38,065
-22% -$1.94M 0.42% 67
2023
Q3 		$8.84M Sell
171,482
-95,085
-36% -$5.1M 0.55% 42
2023
Q2 		$14.2M Buy
266,567
+35,925
+16% +$1.91M 0.84% 30
2023
Q1 		$12.6M Buy
230,642
+53,612
+30% +$3.02M 0.86% 32
2022
Q4 		$8.92M Sell
177,030
-39,096
-18% -$1.91M 0.65% 41
2022
Q3 		$9.49M Buy
216,126
+21,920
+11% +$1.11M 0.71% 41
2022
Q2 		$10M Buy
194,206
+7,281
+4% +$466K 0.72% 34
2022
Q1 		$11.9M Buy
186,925
+53,001
+40% +$3.2M 0.67% 31
2021
Q4 		$7.6M Sell
133,924
-7,035
-5% -$401K 0.43% 57
2021
Q3 		$8.11M Buy
140,959
+17,764
+14% +$1.09M 0.54% 53
2021
Q2 		$7.8M Buy
123,195
+8,731
+8% +$576K 0.54% 53
2021
Q1 		$7.32M Buy
114,464
+3,782
+3% +$226K 0.58% 51
2020
Q4 		$6.14M Buy
110,682
+4,320
+4% +$223K 0.56% 38
2020
Q3 		$5M Buy
106,362
+9,368
+10% +$421K 0.54% 48
2020
Q2 		$3.95M Sell
96,994
-11,031
-10% -$404K 0.5% 55
2020
Q1 		$3.16M Buy
108,025
+15,664
+17% +$666K 0.5% 58
2019
Q4 		$5.05M Buy
+92,361
New +$4.77M 0.7% 42

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

SteelPeak Wealth's DOW Position: Q2 2026 in Review

SteelPeak Wealth reduced its Dow Inc (DOW) stake by 10% in Q2 2026, selling an estimated $40.6K and leaving 9,566 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #559.

SteelPeak Wealth first reported a position in DOW in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.2M in Q2 2023. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • SteelPeak Wealth held 9,566 shares of Dow Inc worth $262K as of Q2 2026.
  • SteelPeak Wealth sold 1,120 Dow Inc shares in Q2 2026, an estimated $40.6K.
  • Dow Inc made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #559 holding.
  • SteelPeak Wealth first reported a position in Dow Inc in Q4 2019 and has held it in 26 quarters since.
  • SteelPeak Wealth's Dow Inc position peaked at $14.2M in Q2 2023.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.