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Trifecta Capital Advisors’s Dow Inc DOW Stock Holding History

Trifecta Capital 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 		$10.9K Hold
400
– – ﹤0.01% 253
2026
Q1 		$16.7K Hold
400
– – ﹤0.01% 212
2025
Q4 		$9.35K Hold
400
– – ﹤0.01% 227
2025
Q3 		$9.17K Hold
400
– – ﹤0.01% 242
2025
Q2 		$10.6K Sell
400
-29
-7% -$844 ﹤0.01% 234
2025
Q1 		$15K Sell
429
-6
-1% -$230 ﹤0.01% 201
2024
Q4 		$17.5K Hold
435
– – ﹤0.01% 193
2024
Q3 		$23.8K Sell
435
-25
-5% -$1.32K 0.01% 181
2024
Q2 		$24.4K Hold
460
– – 0.01% 174
2024
Q1 		$26.6K Hold
460
– – 0.01% 162
2023
Q4 		$25.2K Hold
460
– – 0.01% 164
2023
Q3 		$23.7K Buy
460
+25
+6% +$1.34K 0.01% 172
2023
Q2 		$23.2K Hold
435
– – 0.01% 177
2023
Q1 		$23.8K Hold
435
– – 0.01% 177
2022
Q4 		$21.9K Buy
+435
New +$21.3K 0.01% 170

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

Trifecta Capital Advisors's DOW Position: Q2 2026 in Review

Trifecta Capital Advisors held its Dow Inc (DOW) position steady in Q2 2026 at 400 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Trifecta Capital Advisors first reported a position in DOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.6K in Q1 2024. 1,205 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Trifecta Capital Advisors held 400 shares of Dow Inc worth $10.9K as of Q2 2026.
  • Trifecta Capital Advisors left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #253 holding.
  • Trifecta Capital Advisors first reported a position in Dow Inc in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Dow Inc position peaked at $26.6K in Q1 2024.
  • 1,205 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.