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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Trifecta Capital Advisors's DOW Position: Q1 2026 in Review

Trifecta Capital Advisors held its Dow Inc (DOW) position steady in Q1 2026 at 400 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Trifecta Capital Advisors first reported a position in DOW in Q4 2022 and has held it in 14 quarters since. The position peaked at $26.6K in Q1 2024. 1,306 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Trifecta Capital Advisors held 400 shares of Dow Inc worth $16.7K as of Q1 2026.
Trifecta Capital Advisors left its Dow Inc share count unchanged in Q1 2026.
Dow Inc made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #212 holding.
Trifecta Capital Advisors first reported a position in Dow Inc in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Dow Inc position peaked at $26.6K in Q1 2024.
1,306 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.