WE
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Wealth Effects’s Dow Inc DOW Stock Holding History

Wealth Effects’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 		$301K Sell
11,000
-223
-2% -$8.09K 0.08% 188
2026
Q1 		$467K Buy
11,223
+120
+1% +$3.81K 0.17% 118
2025
Q4 		$260K Sell
11,103
-21
-0.2% -$483 0.08% 171
2025
Q3 		$255K Buy
+11,124
New +$277K 0.08% 179

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

Wealth Effects's DOW Position: Q2 2026 in Review

Wealth Effects reduced its Dow Inc (DOW) stake by 2% in Q2 2026, selling an estimated $8.09K and leaving 11,000 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #188.

Wealth Effects first reported a position in DOW in Q3 2025 and has held it in 4 quarters since. The position peaked at $467K in Q1 2026. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Wealth Effects held 11,000 shares of Dow Inc worth $301K as of Q2 2026.
  • Wealth Effects sold 223 Dow Inc shares in Q2 2026, an estimated $8.09K.
  • Dow Inc made up 0.08% of Wealth Effects's portfolio in Q2 2026, its #188 holding.
  • Wealth Effects first reported a position in Dow Inc in Q3 2025 and has held it in 4 quarters since.
  • Wealth Effects's Dow Inc position peaked at $467K in Q1 2026.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.