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Strategic Wealth Partners’s Dow Inc DOW Stock Holding History

Strategic Wealth Partners’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 		$96.5K Sell
3,526
-791
-18% -$28.7K 0.01% 414
2026
Q1 		$180K Hold
4,317
– – 0.01% 317
2025
Q4 		$101K Sell
4,317
-962
-18% -$22.1K 0.01% 406
2025
Q3 		$121K Sell
5,279
-5,984
-53% -$149K 0.01% 408
2025
Q2 		$298K Buy
+11,263
New +$328K 0.02% 274
2024
Q4 		$381K Sell
9,949
-1,622
-14% -$75.7K 0.03% 235
2024
Q3 		$632K Sell
11,571
-4,083
-26% -$216K 0.06% 180
2024
Q2 		$830K Buy
15,654
+11,702
+296% +$669K 0.09% 151
2024
Q1 		$229K Buy
+3,952
New +$218K 0.03% 258

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 Partners's DOW Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Dow Inc (DOW) stake by 18% in Q2 2026, selling an estimated $28.7K and leaving 3,526 shares worth $96.5K. The position accounts for 0.01% of the portfolio, ranked #414.

Strategic Wealth Partners first reported a position in DOW in Q1 2024 and has held it in 9 quarters since. The position peaked at $830K in Q2 2024. 1,205 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Strategic Wealth Partners held 3,526 shares of Dow Inc worth $96.5K as of Q2 2026.
  • Strategic Wealth Partners sold 791 Dow Inc shares in Q2 2026, an estimated $28.7K.
  • Dow Inc made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #414 holding.
  • Strategic Wealth Partners first reported a position in Dow Inc in Q1 2024 and has held it in 9 quarters since.
  • Strategic Wealth Partners's Dow Inc position peaked at $830K in Q2 2024.
  • 1,205 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.