VFA
DOW icon

Valeo Financial Advisors’s Dow Inc DOW Stock Holding History

Valeo Financial 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 		$267K Buy
9,754
+697
+8% +$25.3K 0.01% 657
2026
Q1 		$377K Sell
9,057
-572
-6% -$18.1K 0.01% 474
2025
Q4 		$225K Sell
9,629
-4,931
-34% -$113K 0.01% 717
2025
Q3 		$334K Sell
14,560
-1,411
-9% -$35.2K 0.01% 576
2025
Q2 		$423K Buy
15,971
+2,782
+21% +$80.9K 0.01% 493
2025
Q1 		$461K Buy
13,189
+948
+8% +$36.4K 0.01% 429
2024
Q4 		$491K Sell
12,241
-3,113
-20% -$145K 0.01% 412
2024
Q3 		$839K Sell
15,354
-992
-6% -$52.4K 0.02% 290
2024
Q2 		$867K Sell
16,346
-267
-2% -$15.3K 0.03% 265
2024
Q1 		$947K Sell
16,613
-29
-0.2% -$1.6K 0.03% 248
2023
Q4 		$913K Buy
16,642
+924
+6% +$47.2K 0.04% 238
2023
Q3 		$810K Buy
15,718
+316
+2% +$17K 0.04% 238
2023
Q2 		$820K Buy
15,402
+410
+3% +$21.8K 0.04% 229
2023
Q1 		$822K Buy
14,992
+502
+3% +$28.2K 0.04% 242
2022
Q4 		$730K Buy
14,490
+1,639
+13% +$80.1K 0.04% 230
2022
Q3 		$565K Buy
12,851
+101
+0.8% +$5.12K 0.04% 240
2022
Q2 		$658K Sell
12,750
-18,582
-59% -$1.19M 0.04% 212
2022
Q1 		$2M Buy
31,332
+1,725
+6% +$104K 0.1% 120
2021
Q4 		$1.68M Buy
29,607
+2,466
+9% +$141K 0.09% 135
2021
Q3 		$1.56M Buy
27,141
+12,177
+81% +$745K 0.09% 138
2021
Q2 		$947K Buy
14,964
+2,275
+18% +$150K 0.06% 172
2021
Q1 		$811K Buy
12,689
+3,559
+39% +$213K 0.04% 202
2020
Q4 		$507K Sell
9,130
-967
-10% -$49.9K 0.03% 243
2020
Q3 		$475K Buy
10,097
+3,197
+46% +$144K 0.04% 195
2020
Q2 		$281K Sell
6,900
-5,643
-45% -$207K 0.03% 264
2020
Q1 		$458K Buy
12,543
+5,259
+72% +$224K 0.05% 184
2019
Q4 		$399K Buy
7,284
+336
+5% +$17.4K 0.04% 220
2019
Q3 		$331K Sell
6,948
-2,157
-24% -$101K 0.04% 217
2019
Q2 		$449K Buy
+9,105
New +$481K 0.05% 187

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

Valeo Financial Advisors's DOW Position: Q2 2026 in Review

Valeo Financial Advisors increased its Dow Inc (DOW) stake by 7.7% in Q2 2026, buying an estimated $25.3K and bringing the position to 9,754 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #657.

Valeo Financial Advisors first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $2M in Q1 2022. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Valeo Financial Advisors held 9,754 shares of Dow Inc worth $267K as of Q2 2026.
  • Valeo Financial Advisors bought 697 Dow Inc shares in Q2 2026, an estimated $25.3K.
  • Dow Inc made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #657 holding.
  • Valeo Financial Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Valeo Financial Advisors's Dow Inc position peaked at $2M in Q1 2022.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.