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Waddell & Associates’s Dow Inc DOW Stock Holding History

Waddell & Associates’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 		$498K Sell
18,198
-2,434
-12% -$88.3K 0.02% 273
2026
Q1 		$859K Buy
+20,632
New +$654K 0.05% 130
2022
Q2 		– Sell
-3,818
Closed -$243K – 145
2022
Q1 		$243K Buy
+3,818
New +$230K 0.04% 115

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

Waddell & Associates's DOW Position: Q2 2026 in Review

Waddell & Associates reduced its Dow Inc (DOW) stake by 12% in Q2 2026, selling an estimated $88.3K and leaving 18,198 shares worth $498K. The position accounts for 0.02% of the portfolio, ranked #273.

Waddell & Associates first reported a position in DOW in Q1 2022 and has held it in 3 quarters since. The position peaked at $859K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Waddell & Associates held 18,198 shares of Dow Inc worth $498K as of Q2 2026.
  • Waddell & Associates sold 2,434 Dow Inc shares in Q2 2026, an estimated $88.3K.
  • Dow Inc made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #273 holding.
  • Waddell & Associates first reported a position in Dow Inc in Q1 2022 and has held it in 3 quarters since.
  • Waddell & Associates's Dow Inc position peaked at $859K in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.