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Twin Peaks Wealth Advisors’s Dow Inc DOW Stock Holding History

Twin Peaks 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 		$23.4K Buy
+561
New +$17.8K 0.01% 656
2025
Q3 		– Sell
-116
Closed -$2.52K – 676
2025
Q2 		$2.52K Buy
+116
New +$3.37K ﹤0.01% 1555

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

Twin Peaks Wealth Advisors's DOW Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Dow Inc (DOW) in Q1 2026: 561 shares worth $23.4K. The stake represents 0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DOW as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DOW in Q2 2025 and has held it in 2 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Twin Peaks Wealth Advisors held 561 shares of Dow Inc worth $23.4K as of Q1 2026.
  • Dow Inc was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Dow Inc made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #656 holding.
  • Twin Peaks Wealth Advisors first reported a position in Dow Inc in Q2 2025 and has held it in 2 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.