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WCG Wealth Advisors’s Dow Inc DOW Stock Holding History

WCG Wealth 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 		$4.47M Buy
163,396
+11,777
+8% +$427K 0.11% 185
2026
Q1 		$6.31M Buy
+151,619
New +$4.81M 0.18% 127
2022
Q3 		– Sell
-21,013
Closed -$1.08M – 290
2022
Q2 		$1.08M Buy
+21,013
New +$1.35M 0.15% 110

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

WCG Wealth Advisors's DOW Position: Q2 2026 in Review

WCG Wealth Advisors increased its Dow Inc (DOW) stake by 7.8% in Q2 2026, buying an estimated $427K and bringing the position to 163,396 shares worth $4.47M. The position accounts for 0.11% of the portfolio, ranked #185.

WCG Wealth Advisors first reported a position in DOW in Q2 2022 and has held it in 3 quarters since. The position peaked at $6.31M in Q1 2026. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • WCG Wealth Advisors held 163,396 shares of Dow Inc worth $4.47M as of Q2 2026.
  • WCG Wealth Advisors bought 11,777 Dow Inc shares in Q2 2026, an estimated $427K.
  • Dow Inc made up 0.11% of WCG Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • WCG Wealth Advisors first reported a position in Dow Inc in Q2 2022 and has held it in 3 quarters since.
  • WCG Wealth Advisors's Dow Inc position peaked at $6.31M in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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