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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealth Effects's DOW Position: Q1 2026 in Review

Wealth Effects increased its Dow Inc (DOW) stake by 1.1% in Q1 2026, buying an estimated $3.81K and bringing the position to 11,223 shares worth $467K. The position accounts for 0.17% of the portfolio, ranked #118.

Wealth Effects first reported a position in DOW in Q3 2025 and has held it in 3 quarters since. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Wealth Effects held 11,223 shares of Dow Inc worth $467K as of Q1 2026.
Wealth Effects bought 120 Dow Inc shares in Q1 2026, an estimated $3.81K.
Dow Inc made up 0.17% of Wealth Effects's portfolio in Q1 2026, its #118 holding.
Wealth Effects first reported a position in Dow Inc in Q3 2025 and has held it in 3 quarters since.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.