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Wealthspire Advisors (New York)’s Dow Inc DOW Stock Holding History

Wealthspire Advisors (New York)’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 		$440K Sell
16,087
-6,129
-28% -$222K ﹤0.01% 848
2026
Q1 		$925K Sell
22,216
-2,172
-9% -$68.9K 0.01% 418
2025
Q4 		$570K Buy
24,388
+1,505
+7% +$34.6K ﹤0.01% 567
2025
Q3 		$525K Sell
22,883
-749
-3% -$18.7K ﹤0.01% 522
2025
Q2 		$626K Buy
23,632
+450
+2% +$13.1K ﹤0.01% 483
2025
Q1 		$810K Sell
23,182
-23,061
-50% -$886K ﹤0.01% 430
2024
Q4 		$1.86M Buy
46,243
+2,114
+5% +$98.6K 0.02% 258
2024
Q3 		$2.41M Buy
44,129
+384
+0.9% +$20.3K 0.02% 219
2024
Q2 		$2.32M Buy
43,745
+126
+0.3% +$7.2K 0.03% 187
2024
Q1 		$2.53M Sell
43,619
-852
-2% -$47.1K 0.03% 169
2023
Q4 		$2.44M Buy
44,471
+19,046
+75% +$973K 0.03% 168
2023
Q3 		$1.31M Buy
25,425
+944
+4% +$50.7K 0.02% 234
2023
Q2 		$1.3M Buy
24,481
+164
+0.7% +$8.72K 0.02% 211
2023
Q1 		$1.33M Sell
24,317
-1,887
-7% -$106K 0.02% 201
2022
Q4 		$1.32M Buy
26,204
+1,328
+5% +$64.9K 0.02% 211
2022
Q3 		$1.09M Sell
24,876
-1,337
-5% -$67.8K 0.02% 215
2022
Q2 		$1.35M Buy
26,213
+22,886
+688% +$1.47M 0.03% 183
2022
Q1 		$212K Sell
3,327
-2,554
-43% -$154K ﹤0.01% 410
2021
Q4 		$334K Sell
5,881
-3,876
-40% -$221K 0.01% 398
2021
Q3 		$562K Buy
+9,757
New +$597K 0.01% 337
2021
Q2 		– Sell
-15,597
Closed -$997K – 455
2021
Q1 		$997K Buy
15,597
+1,239
+9% +$74.1K 0.02% 267
2020
Q4 		$797K Buy
14,358
+6,445
+81% +$333K 0.02% 234
2020
Q3 		$372K Buy
7,913
+23
+0.3% +$1.03K 0.02% 211
2020
Q2 		$322K Sell
7,890
-2,702
-26% -$98.9K 0.02% 197
2020
Q1 		$310K Buy
+10,592
New +$450K 0.01% 373

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s DOW Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Dow Inc (DOW) stake by 28% in Q2 2026, selling an estimated $222K and leaving 16,087 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Wealthspire Advisors (New York) first reported a position in DOW in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.53M in Q1 2024. 1,207 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Wealthspire Advisors (New York) held 16,087 shares of Dow Inc worth $440K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 6,129 Dow Inc shares in Q2 2026, an estimated $222K.
  • Dow Inc made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #848 holding.
  • Wealthspire Advisors (New York) first reported a position in Dow Inc in Q1 2020 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s Dow Inc position peaked at $2.53M in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.