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Turtle Creek Wealth Advisors’s Dow Inc DOW Stock Holding History

Turtle Creek Wealth 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 		$310K Sell
11,319
-1,021
-8% -$37.1K 0.02% 365
2026
Q1 		$514K Buy
12,340
+3,100
+34% +$98.3K 0.04% 226
2025
Q4 		$216K Buy
+9,240
New +$212K 0.02% 371
2024
Q1 		– Sell
-1,965
Closed -$108K – 367
2023
Q4 		$108K Buy
+1,965
New +$100K 0.03% 189

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

Turtle Creek Wealth Advisors's DOW Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Dow Inc (DOW) stake by 8.3% in Q2 2026, selling an estimated $37.1K and leaving 11,319 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #365.

Turtle Creek Wealth Advisors first reported a position in DOW in Q4 2023 and has held it in 4 quarters since. The position peaked at $514K in Q1 2026. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Turtle Creek Wealth Advisors held 11,319 shares of Dow Inc worth $310K as of Q2 2026.
  • Turtle Creek Wealth Advisors sold 1,021 Dow Inc shares in Q2 2026, an estimated $37.1K.
  • Dow Inc made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #365 holding.
  • Turtle Creek Wealth Advisors first reported a position in Dow Inc in Q4 2023 and has held it in 4 quarters since.
  • Turtle Creek Wealth Advisors's Dow Inc position peaked at $514K in Q1 2026.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.