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VSM Wealth Advisory’s Dow Inc DOW Stock Holding History

VSM Wealth Advisory’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 		$7.5K Hold
274
– – ﹤0.01% 388
2026
Q1 		$11.4K Hold
274
– – ﹤0.01% 356
2025
Q4 		$6.41K Hold
274
– – ﹤0.01% 361
2025
Q3 		$6.28K Hold
274
– – ﹤0.01% 366
2025
Q2 		$7.26K Hold
274
– – ﹤0.01% 407
2025
Q1 		$9.57K Hold
274
– – ﹤0.01% 355
2024
Q4 		$11K Buy
+274
New +$12.8K ﹤0.01% 333

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

VSM Wealth Advisory's DOW Position: Q2 2026 in Review

VSM Wealth Advisory held its Dow Inc (DOW) position steady in Q2 2026 at 274 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

VSM Wealth Advisory first reported a position in DOW in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4K in Q1 2026. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • VSM Wealth Advisory held 274 shares of Dow Inc worth $7.5K as of Q2 2026.
  • VSM Wealth Advisory left its Dow Inc share count unchanged in Q2 2026.
  • Dow Inc made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #388 holding.
  • VSM Wealth Advisory first reported a position in Dow Inc in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Dow Inc position peaked at $11.4K in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.