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Topsail Wealth Management’s Dow Inc DOW Stock Holding History

Topsail Wealth Management’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 		$416K Buy
15,197
+3
+0% +$109 0.05% 113
2026
Q1 		$633K Hold
15,194
– – 0.09% 71
2025
Q4 		$355K Buy
15,194
+171
+1% +$3.93K 0.05% 115
2025
Q3 		$344K Sell
15,023
-173
-1% -$4.31K 0.06% 112
2025
Q2 		$402K Buy
15,196
+204
+1% +$5.93K 0.07% 90
2025
Q1 		$524K Sell
14,992
-236
-2% -$9.06K 0.11% 64
2024
Q4 		$611K Buy
+15,228
New +$711K 0.13% 53

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

Topsail Wealth Management's DOW Position: Q2 2026 in Review

Topsail Wealth Management increased its Dow Inc (DOW) stake by 0.02% in Q2 2026, buying an estimated $109 and bringing the position to 15,197 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #113.

Topsail Wealth Management first reported a position in DOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $633K in Q1 2026. 1,206 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Topsail Wealth Management held 15,197 shares of Dow Inc worth $416K as of Q2 2026.
  • Topsail Wealth Management bought 3 Dow Inc shares in Q2 2026, an estimated $109.
  • Dow Inc made up 0.05% of Topsail Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Topsail Wealth Management first reported a position in Dow Inc in Q4 2024 and has held it in 7 quarters since.
  • Topsail Wealth Management's Dow Inc position peaked at $633K in Q1 2026.
  • 1,206 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.