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Strategies Wealth Advisors’s Dow Inc DOW Stock Holding History

Strategies 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 		$602K Buy
22,015
+205
+0.9% +$7.44K 0.05% 106
2026
Q1 		$908K Sell
21,810
-291
-1% -$9.23K 0.09% 65
2025
Q4 		$517K Buy
22,101
+293
+1% +$6.74K 0.05% 95
2025
Q3 		$500K Buy
21,808
+941
+5% +$23.4K 0.05% 106
2025
Q2 		$553K Buy
+20,867
New +$607K 0.06% 93

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

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

Strategies Wealth Advisors increased its Dow Inc (DOW) stake by 0.94% in Q2 2026, buying an estimated $7.44K and bringing the position to 22,015 shares worth $602K. The position accounts for 0.05% of the portfolio, ranked #106.

Strategies Wealth Advisors first reported a position in DOW in Q2 2025 and has held it in 5 quarters since. The position peaked at $908K in Q1 2026. 1,206 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Strategies Wealth Advisors held 22,015 shares of Dow Inc worth $602K as of Q2 2026.
  • Strategies Wealth Advisors bought 205 Dow Inc shares in Q2 2026, an estimated $7.44K.
  • Dow Inc made up 0.05% of Strategies Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Strategies Wealth Advisors first reported a position in Dow Inc in Q2 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's Dow Inc position peaked at $908K in Q1 2026.
  • 1,206 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.