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Wealth Preservation Advisors’s Dow Inc DOW Stock Holding History

Wealth Preservation 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 		– Sell
-950
Closed -$39.6K – 318
2026
Q1 		$39.6K Buy
+950
New +$30.1K 0.03% 200
2025
Q2 		– Sell
-55
Closed -$1.92K – 594
2025
Q1 		$1.92K Buy
+55
New +$2.11K ﹤0.01% 475

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 Preservation Advisors's DOW Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 950 shares — an estimated $39.6K sold.

Wealth Preservation Advisors first reported a position in DOW in Q1 2025 and held it in 2 quarters. The position peaked at $39.6K in Q1 2026. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 950 Dow Inc shares in Q2 2026, an estimated $39.6K.
  • Wealth Preservation Advisors first reported a position in Dow Inc in Q1 2025 and held it in 2 quarters.
  • Wealth Preservation Advisors's Dow Inc position peaked at $39.6K in Q1 2026.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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