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Widmann Financial Services’s Dow Inc DOW Stock Holding History

Widmann Financial Services’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 		$324K Sell
11,843
-240
-2% -$8.71K 0.17% 97
2026
Q1 		$503K Sell
12,083
-66
-0.5% -$2.09K 0.3% 72
2025
Q4 		$284K Sell
12,149
-481
-4% -$11.1K 0.17% 95
2025
Q3 		$290K Sell
12,630
-389
-3% -$9.69K 0.18% 91
2025
Q2 		$345K Sell
13,019
-910
-7% -$26.5K 0.24% 78
2025
Q1 		$486K Sell
13,929
-803
-5% -$30.8K 0.38% 63
2024
Q4 		$591K Buy
14,732
+500
+4% +$23.3K 0.46% 52
2024
Q3 		$778K Sell
14,232
-350
-2% -$18.5K 0.59% 49
2024
Q2 		$774K Sell
14,582
-85
-0.6% -$4.86K 0.63% 47
2024
Q1 		$850K Sell
14,667
-310
-2% -$17.1K 0.71% 47
2023
Q4 		$821K Sell
14,977
-195
-1% -$9.96K 0.74% 45
2023
Q3 		$782K Buy
15,172
+230
+2% +$12.3K 0.78% 45
2023
Q2 		$796K Sell
14,942
-140
-0.9% -$7.44K 0.76% 42
2023
Q1 		$827K Buy
15,082
+125
+0.8% +$7.03K 0.83% 42
2022
Q4 		$754K Buy
14,957
+1,223
+9% +$59.7K 0.79% 46
2022
Q3 		$603K Buy
13,734
+472
+4% +$23.9K 0.67% 51
2022
Q2 		$684K Buy
13,262
+710
+6% +$45.5K 0.71% 48
2022
Q1 		$799K Buy
12,552
+1,220
+11% +$73.6K 0.71% 46
2021
Q4 		$642K Buy
+11,332
New +$646K 0.53% 49

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

Widmann Financial Services's DOW Position: Q2 2026 in Review

Widmann Financial Services reduced its Dow Inc (DOW) stake by 2% in Q2 2026, selling an estimated $8.71K and leaving 11,843 shares worth $324K. The position accounts for 0.17% of the portfolio, ranked #97.

Widmann Financial Services first reported a position in DOW in Q4 2021 and has held it in 19 quarters since. The position peaked at $850K in Q1 2024. 1,204 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Widmann Financial Services held 11,843 shares of Dow Inc worth $324K as of Q2 2026.
  • Widmann Financial Services sold 240 Dow Inc shares in Q2 2026, an estimated $8.71K.
  • Dow Inc made up 0.17% of Widmann Financial Services's portfolio in Q2 2026, its #97 holding.
  • Widmann Financial Services first reported a position in Dow Inc in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Dow Inc position peaked at $850K in Q1 2024.
  • 1,204 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.