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 Q2	–	Sell	-500	Closed	-$20.8K	–	165
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

WFA of San Diego's DOW Position: Q2 2026 in Review

WFA of San Diego sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 500 shares — an estimated $20.8K sold.

WFA of San Diego first reported a position in DOW in Q2 2020 and held it in 11 quarters. The position peaked at $326K in Q2 2020. 1,208 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

WFA of San Diego reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 500 Dow Inc shares in Q2 2026, an estimated $20.8K.
WFA of San Diego first reported a position in Dow Inc in Q2 2020 and held it in 11 quarters.
WFA of San Diego's Dow Inc position peaked at $326K in Q2 2020.
1,208 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.