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Waverly Advisors’s Dow Inc DOW Stock Holding History

Waverly 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 		$5.05M Buy
184,632
+7,253
+4% +$263K 0.03% 458
2026
Q1 		$7.39M Buy
177,379
+22,503
+15% +$714K 0.06% 322
2025
Q4 		$3.62M Buy
154,876
+100,890
+187% +$2.32M 0.03% 448
2025
Q3 		$1.24M Buy
53,986
+37,577
+229% +$936K 0.01% 593
2025
Q2 		$435K Sell
16,409
-4,024
-20% -$117K ﹤0.01% 841
2025
Q1 		$714K Sell
20,433
-965
-5% -$37.1K 0.01% 682
2024
Q4 		$859K Sell
21,398
-201
-0.9% -$9.38K 0.01% 553
2024
Q3 		$1.18M Sell
21,599
-1,547
-7% -$81.7K 0.02% 419
2024
Q2 		$1.23M Buy
23,146
+3,773
+19% +$216K 0.02% 404
2024
Q1 		$1.12M Buy
19,373
+5,454
+39% +$301K 0.03% 347
2023
Q4 		$763K Buy
13,919
+1,203
+9% +$61.5K 0.03% 246
2023
Q3 		$656K Sell
12,716
-1,467
-10% -$78.8K 0.03% 230
2023
Q2 		$755K Sell
14,183
-439
-3% -$23.3K 0.03% 207
2023
Q1 		$802K Buy
+14,622
New +$823K 0.04% 157

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

Waverly Advisors's DOW Position: Q2 2026 in Review

Waverly Advisors increased its Dow Inc (DOW) stake by 4.1% in Q2 2026, buying an estimated $263K and bringing the position to 184,632 shares worth $5.05M. The position accounts for 0.03% of the portfolio, ranked #458.

Waverly Advisors first reported a position in DOW in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.39M in Q1 2026. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Waverly Advisors held 184,632 shares of Dow Inc worth $5.05M as of Q2 2026.
  • Waverly Advisors bought 7,253 Dow Inc shares in Q2 2026, an estimated $263K.
  • Dow Inc made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #458 holding.
  • Waverly Advisors first reported a position in Dow Inc in Q1 2023 and has held it in 14 quarters since.
  • Waverly Advisors's Dow Inc position peaked at $7.39M in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.