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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
Q2 		$116K Buy
4,257
+1,459
+52% +$53K 0.03% 218
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
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

True Wealth Design's DOW Position: Q2 2026 in Review

True Wealth Design increased its Dow Inc (DOW) stake by 52% in Q2 2026, buying an estimated $53K and bringing the position to 4,257 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #218.

True Wealth Design first reported a position in DOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $117K in Q1 2026. 1,201 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • True Wealth Design held 4,257 shares of Dow Inc worth $116K as of Q2 2026.
  • True Wealth Design bought 1,459 Dow Inc shares in Q2 2026, an estimated $53K.
  • Dow Inc made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #218 holding.
  • True Wealth Design first reported a position in Dow Inc in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Dow Inc position peaked at $117K in Q1 2026.
  • 1,201 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.