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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Strategic Wealth Partners's DOW Position: Q1 2026 in Review

Strategic Wealth Partners held its Dow Inc (DOW) position steady in Q1 2026 at 4,317 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #317.

Strategic Wealth Partners first reported a position in DOW in Q1 2024 and has held it in 8 quarters since. The position peaked at $830K in Q2 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Strategic Wealth Partners held 4,317 shares of Dow Inc worth $180K as of Q1 2026.
  • Strategic Wealth Partners left its Dow Inc share count unchanged in Q1 2026.
  • Dow Inc made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #317 holding.
  • Strategic Wealth Partners first reported a position in Dow Inc in Q1 2024 and has held it in 8 quarters since.
  • Strategic Wealth Partners's Dow Inc position peaked at $830K in Q2 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.