True Wealth Design’s Dow Inc DOW Stock Holding History

True Wealth Design’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	$117K	Buy	2,798 +2,482	+785%	+$78.7K	0.03%	178
2025 Q4	$7.39K	Buy	316 +301	+2,007%	+$6.92K	﹤0.01%	952
2025 Q3	$336	Sell	15 -54	-78%	-$1.34K	﹤0.01%	2141
2025 Q2	$1.82K	Sell	69 -21	-23%	-$611	﹤0.01%	1220
2025 Q1	$3.13K	Buy	90 +58	+181%	+$2.23K	﹤0.01%	840
2024 Q4	$1.27K	Sell	32 -153	-83%	-$7.14K	﹤0.01%	862
2024 Q3	$10.1K	Buy	185 +149	+414%	+$7.87K	﹤0.01%	418
2024 Q2	$1.91K	Buy	36 +9	+33%	+$514	﹤0.01%	371
2024 Q1	$1.56K	Sell	27 -24	-47%	-$1.33K	﹤0.01%	378
2023 Q4	$2.8K	Hold	51	–	–	﹤0.01%	289
2023 Q3	$2.63K	Hold	51	–	–	﹤0.01%	253
2023 Q2	$2.72K	Hold	51	–	–	﹤0.01%	258
2023 Q1	$2.8K	Sell	51 -19	-27%	-$1.07K	﹤0.01%	311
2022 Q4	$3.53K	Buy	+70	New	+$3.42K	﹤0.01%	268

Other funds holding DOW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital Research Global Investors

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