TWA
DOW icon

Talisman Wealth Advisors’s Dow Inc DOW Stock Holding History

Talisman 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 		– Sell
-4,833
Closed -$201K – 119
2026
Q1 		$201K Buy
+4,833
New +$153K 0.16% 99
2025
Q1 		– Sell
-5,186
Closed -$208K – 106
2024
Q4 		$208K Sell
5,186
-79
-2% -$3.69K 0.22% 99
2024
Q3 		$290K Sell
5,265
-19
-0.4% -$1K 0.31% 76
2024
Q2 		$280K Sell
5,284
-86
-2% -$4.91K 0.32% 72
2024
Q1 		$311K Sell
5,370
-114
-2% -$6.3K 0.39% 67
2023
Q4 		$301K Sell
5,484
-103
-2% -$5.26K 0.45% 67
2023
Q3 		$288K Sell
5,587
-23
-0.4% -$1.24K 0.5% 64
2023
Q2 		$299K Buy
5,610
+37
+0.7% +$1.97K 0.51% 65
2023
Q1 		$306K Buy
5,573
+75
+1% +$4.22K 0.55% 64
2022
Q4 		$277K Buy
+5,498
New +$269K 0.59% 55

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

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

Talisman Wealth Advisors sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 4,833 shares — an estimated $201K sold.

Talisman Wealth Advisors first reported a position in DOW in Q4 2022 and held it in 10 quarters. The position peaked at $311K in Q1 2024. 1,197 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Talisman Wealth Advisors reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Talisman Wealth Advisors sold 4,833 Dow Inc shares in Q2 2026, an estimated $201K.
  • Talisman Wealth Advisors first reported a position in Dow Inc in Q4 2022 and held it in 10 quarters.
  • Talisman Wealth Advisors's Dow Inc position peaked at $311K in Q1 2024.
  • 1,197 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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