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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
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
New York
$5.7T 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
$653B AUM
32.41%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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