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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
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 $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

Strategies Wealth Advisors's DOW Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Dow Inc (DOW) stake by 1.3% in Q1 2026, selling an estimated $9.23K and leaving 21,810 shares worth $908K. The position accounts for 0.09% of the portfolio, ranked #65.

Strategies Wealth Advisors first reported a position in DOW in Q2 2025 and has held it in 4 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Strategies Wealth Advisors held 21,810 shares of Dow Inc worth $908K as of Q1 2026.
  • Strategies Wealth Advisors sold 291 Dow Inc shares in Q1 2026, an estimated $9.23K.
  • Dow Inc made up 0.09% of Strategies Wealth Advisors's portfolio in Q1 2026, its #65 holding.
  • Strategies Wealth Advisors first reported a position in Dow Inc in Q2 2025 and has held it in 4 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.