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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Turtle Creek Wealth Advisors's DOW Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Dow Inc (DOW) stake by 34% in Q1 2026, buying an estimated $98.3K and bringing the position to 12,340 shares worth $514K. The position accounts for 0.04% of the portfolio, ranked #226.

Turtle Creek Wealth Advisors first reported a position in DOW in Q4 2023 and has held it in 3 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Turtle Creek Wealth Advisors held 12,340 shares of Dow Inc worth $514K as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 3,100 Dow Inc shares in Q1 2026, an estimated $98.3K.
  • Dow Inc made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #226 holding.
  • Turtle Creek Wealth Advisors first reported a position in Dow Inc in Q4 2023 and has held it in 3 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.