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Wealthedge Investment Advisors’s Dow Inc DOW Stock Holding History

Wealthedge Investment 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
Q1 		– Sell
-18,307
Closed -$428K – 148
2025
Q4 		$428K Sell
18,307
-86,137
-82% -$1.98M 0.16% 96
2025
Q3 		$2.39M Buy
104,444
+26,158
+33% +$652K 0.91% 38
2025
Q2 		$2.07M Sell
78,286
-13,501
-15% -$393K 0.86% 35
2025
Q1 		$3.21M Buy
91,787
+62,956
+218% +$2.42M 1.45% 16
2024
Q4 		$1.16M Buy
+28,831
New +$1.35M 0.52% 56

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealthedge Investment Advisors's DOW Position: Q1 2026 in Review

Wealthedge Investment Advisors sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 18,307 shares — an estimated $428K sold.

Wealthedge Investment Advisors first reported a position in DOW in Q4 2024 and held it in 5 quarters. The position peaked at $3.21M in Q1 2025. 1,316 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Wealthedge Investment Advisors reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 18,307 Dow Inc shares in Q1 2026, an estimated $428K.
  • Wealthedge Investment Advisors first reported a position in Dow Inc in Q4 2024 and held it in 5 quarters.
  • Wealthedge Investment Advisors's Dow Inc position peaked at $3.21M in Q1 2025.
  • 1,316 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.