Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Dow Inc DOW Stock Holding History

Wealth Enhancement Advisory Services’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 		$9.07M Buy
404,759
+9,545
+2% +$346K 0.02% 711
2026
Q1 		$12.6M Buy
395,214
+194,669
+97% +$6.17M 0.03% 519
2025
Q4 		$5.18M Buy
200,545
+6,555
+3% +$151K 0.01% 999
2025
Q3 		$4.36M Sell
193,990
-16,539
-8% -$412K 0.01% 1016
2025
Q2 		$5.99M Sell
210,529
-10,493
-5% -$305K 0.01% 827
2025
Q1 		$7.72M Buy
221,022
+25,931
+13% +$996K 0.01% 673
2024
Q4 		$7.83M Buy
195,091
+38,483
+25% +$1.8M 0.02% 636
2024
Q3 		$8.56M Sell
156,608
-7,486
-5% -$395K 0.02% 560
2024
Q2 		$8.71M Buy
164,094
+44,392
+37% +$2.54M 0.02% 522
2024
Q1 		$6.93M Sell
119,702
-9,791
-8% -$541K 0.02% 581
2023
Q4 		$7.1M Sell
129,493
-1,469
-1% -$75.1K 0.02% 506
2023
Q3 		$6.75M Buy
130,962
+96,099
+276% +$5.16M 0.02% 503
2023
Q2 		$1.86M Sell
34,863
-1,492
-4% -$79.3K 0.02% 208
2023
Q1 		$1.99M Buy
+36,355
New +$2.05M 0.02% 225

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 Enhancement Advisory Services's DOW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dow Inc (DOW) stake by 2.4% in Q2 2026, buying an estimated $346K and bringing the position to 404,759 shares worth $9.07M. The position accounts for 0.02% of the portfolio, ranked #711.

Wealth Enhancement Advisory Services first reported a position in DOW in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.6M in Q1 2026. 1,204 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 404,759 shares of Dow Inc worth $9.07M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,545 Dow Inc shares in Q2 2026, an estimated $346K.
  • Dow Inc made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #711 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dow Inc in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Dow Inc position peaked at $12.6M in Q1 2026.
  • 1,204 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.