WFA of San Diego’s Dow Inc DOW Stock Holding History

WFA of San Diego’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	$20.8K	Hold	500	–	–	0.02%	252
2025 Q4	$11.7K	Hold	500	–	–	0.01%	305
2025 Q3	$11.5K	Hold	500	–	–	0.01%	315
2025 Q2	$13.2K	Buy	+500	New	+$14.5K	0.01%	297
2024 Q3	$2.79K	Hold	51	–	–	﹤0.01%	345
2024 Q2	$2.71K	Buy	+51	New	+$2.91K	﹤0.01%	351
2023 Q3	$2.63K	Hold	51	–	–	﹤0.01%	337
2023 Q2	$2.72K	Buy	+51	New	+$2.71K	﹤0.01%	335
2023 Q1	–	Sell	-51	Closed	-$2.57K	–	150
2022 Q4	$2.57K	Buy	+51	New	+$2.49K	﹤0.01%	431
2022 Q3	–	Sell	-51	Closed	-$3K	–	161
2022 Q2	$3K	Buy	+51	New	+$3.27K	﹤0.01%	343
2020 Q3	–	Sell	-6,154	Closed	-$326K	–	111
2020 Q2	$326K	Buy	+6,154	New	+$225K	0.08%	193

Other funds holding DOW

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WFA of San Diego's DOW Position: Q1 2026 in Review

WFA of San Diego held its Dow Inc (DOW) position steady in Q1 2026 at 500 shares worth $20.8K. The position accounts for 0.02% of the portfolio, ranked #252.

WFA of San Diego first reported a position in DOW in Q2 2020 and has held it in 11 quarters since. The position peaked at $326K in Q2 2020. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

WFA of San Diego held 500 shares of Dow Inc worth $20.8K as of Q1 2026.
WFA of San Diego left its Dow Inc share count unchanged in Q1 2026.
Dow Inc made up 0.02% of WFA of San Diego's portfolio in Q1 2026, its #252 holding.
WFA of San Diego first reported a position in Dow Inc in Q2 2020 and has held it in 11 quarters since.
WFA of San Diego's Dow Inc position peaked at $326K in Q2 2020.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.