Valley Wealth Managers’s Dow Inc DOW Stock Holding History

Valley Wealth Managers’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	$1.18K	Hold	43	–	–	﹤0.01%	318
2026 Q1	$1.79K	Hold	43	–	–	﹤0.01%	293
2025 Q4	$1K	Hold	43	–	–	﹤0.01%	334
2025 Q3	$986	Hold	43	–	–	﹤0.01%	283
2025 Q2	$1.14K	Hold	43	–	–	﹤0.01%	277
2025 Q1	$1.5K	Hold	43	–	–	﹤0.01%	326
2024 Q4	$1.73K	Hold	43	–	–	﹤0.01%	348
2024 Q3	$2.35K	Hold	43	–	–	﹤0.01%	345
2024 Q2	$2.28K	Hold	43	–	–	﹤0.01%	337
2024 Q1	$2.49K	Hold	43	–	–	﹤0.01%	278
2023 Q4	$2.36K	Hold	43	–	–	﹤0.01%	294
2023 Q3	$2.22K	Hold	43	–	–	﹤0.01%	327
2023 Q2	$2.29K	Hold	43	–	–	﹤0.01%	301
2023 Q1	$2.36K	Hold	43	–	–	﹤0.01%	319
2022 Q4	$2.17K	Sell	43 -165	-79%	-$8.06K	﹤0.01%	333
2022 Q3	$9K	Buy	208 +128	+160%	+$6.49K	﹤0.01%	323
2022 Q2	$4K	Buy	+80	New	+$5.12K	﹤0.01%	358

Other funds holding DOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Valley Wealth Managers's DOW Position: Q2 2026 in Review

Valley Wealth Managers held its Dow Inc (DOW) position steady in Q2 2026 at 43 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Valley Wealth Managers first reported a position in DOW in Q2 2022 and has held it in 17 quarters since. The position peaked at $9K in Q3 2022. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Valley Wealth Managers held 43 shares of Dow Inc worth $1.18K as of Q2 2026.
Valley Wealth Managers left its Dow Inc share count unchanged in Q2 2026.
Dow Inc made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #318 holding.
Valley Wealth Managers first reported a position in Dow Inc in Q2 2022 and has held it in 17 quarters since.
Valley Wealth Managers's Dow Inc position peaked at $9K in Q3 2022.
1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.