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Strategic Wealth Advisors’s Dow Inc DOW Stock Holding History

Strategic 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
Q2 		$6K Hold
266
– – 0.01% 191
2026
Q1 		$11K Hold
266
– – 0.01% 169
2025
Q4 		$6K Buy
+266
New +$6.12K 0.01% 191

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

Strategic Wealth Advisors's DOW Position: Q2 2026 in Review

Strategic Wealth Advisors held its Dow Inc (DOW) position steady in Q2 2026 at 266 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #191.

Strategic Wealth Advisors first reported a position in DOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $11K in Q1 2026. 1,200 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Strategic Wealth Advisors held 266 shares of Dow Inc worth $6K as of Q2 2026.
  • Strategic Wealth Advisors left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up 0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • Strategic Wealth Advisors first reported a position in Dow Inc in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Dow Inc position peaked at $11K in Q1 2026.
  • 1,200 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.