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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
Q3 		$104K Sell
3,763
-494
-12% -$14.7K 0.02% 271
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

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

True Wealth Design's DOW Position: Q3 2026 in Review

True Wealth Design reduced its Dow Inc (DOW) stake by 12% in Q3 2026, selling an estimated $14.7K and leaving 3,763 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #271.

True Wealth Design first reported a position in DOW in Q4 2022 and has held it in 16 quarters since. The position peaked at $117K in Q1 2026. 84 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • True Wealth Design held 3,763 shares of Dow Inc worth $104K as of Q3 2026.
  • True Wealth Design sold 494 Dow Inc shares in Q3 2026, an estimated $14.7K.
  • Dow Inc made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #271 holding.
  • True Wealth Design first reported a position in Dow Inc in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Dow Inc position peaked at $117K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.