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Whipplewood Advisors’s Dow Inc DOW Stock Holding History

Whipplewood 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
Q2 		$602 Sell
22
-17
-44% -$617 ﹤0.01% 597
2026
Q1 		$1.62K Buy
+39
New +$1.24K ﹤0.01% 806
2025
Q3 		– Sell
-83
Closed -$2.2K – 545
2025
Q2 		$2.2K Sell
83
-516
-86% -$15K ﹤0.01% 861
2025
Q1 		$2.9K Buy
599
+435
+265% +$16.7K ﹤0.01% 812
2024
Q4 		$6.58K Buy
+164
New +$7.65K ﹤0.01% 636

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

Whipplewood Advisors's DOW Position: Q2 2026 in Review

Whipplewood Advisors reduced its Dow Inc (DOW) stake by 44% in Q2 2026, selling an estimated $617 and leaving 22 shares worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Whipplewood Advisors first reported a position in DOW in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.58K in Q4 2024. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Whipplewood Advisors held 22 shares of Dow Inc worth $602 as of Q2 2026.
  • Whipplewood Advisors sold 17 Dow Inc shares in Q2 2026, an estimated $617.
  • Dow Inc made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #597 holding.
  • Whipplewood Advisors first reported a position in Dow Inc in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Dow Inc position peaked at $6.58K in Q4 2024.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.