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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Valley Wealth Managers's DOW Position: Q1 2026 in Review

Valley Wealth Managers held its Dow Inc (DOW) position steady in Q1 2026 at 43 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Valley Wealth Managers first reported a position in DOW in Q2 2022 and has held it in 16 quarters since. The position peaked at $9K in Q3 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Valley Wealth Managers held 43 shares of Dow Inc worth $1.79K as of Q1 2026.
Valley Wealth Managers left its Dow Inc share count unchanged in Q1 2026.
Dow Inc made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #293 holding.
Valley Wealth Managers first reported a position in Dow Inc in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's Dow Inc position peaked at $9K in Q3 2022.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.