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WealthShield Partners’s Dow Inc DOW Stock Holding History

WealthShield Partners’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
-4,912
Closed -$205K – 438
2026
Q1 		$205K Buy
+4,912
New +$156K 0.02% 342
2021
Q3 		– Sell
-355
Closed -$23K – 354
2021
Q2 		$23K Sell
355
-278
-44% -$18.4K ﹤0.01% 628
2021
Q1 		$40K Buy
+633
New +$37.9K 0.01% 496

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

WealthShield Partners's DOW Position: Q2 2026 in Review

WealthShield Partners sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 4,912 shares — an estimated $205K sold.

WealthShield Partners first reported a position in DOW in Q1 2021 and held it in 3 quarters. The position peaked at $205K in Q1 2026. 1,197 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • WealthShield Partners reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 4,912 Dow Inc shares in Q2 2026, an estimated $205K.
  • WealthShield Partners first reported a position in Dow Inc in Q1 2021 and held it in 3 quarters.
  • WealthShield Partners's Dow Inc position peaked at $205K in Q1 2026.
  • 1,197 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.