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Wilkerson Advisory Group’s Dow Inc DOW Stock Holding History

Wilkerson Advisory Group’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 		$60.8K Sell
2,221
-29
-1% -$1.05K 0.02% 211
2026
Q1 		$93.7K Buy
2,250
+29
+1% +$920 0.03% 150
2025
Q4 		$51.9K Buy
+2,221
New +$51.1K 0.02% 162

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

Wilkerson Advisory Group's DOW Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Dow Inc (DOW) stake by 1.3% in Q2 2026, selling an estimated $1.05K and leaving 2,221 shares worth $60.8K. The position accounts for 0.02% of the portfolio, ranked #211.

Wilkerson Advisory Group first reported a position in DOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $93.7K in Q1 2026. 1,200 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Wilkerson Advisory Group held 2,221 shares of Dow Inc worth $60.8K as of Q2 2026.
  • Wilkerson Advisory Group sold 29 Dow Inc shares in Q2 2026, an estimated $1.05K.
  • Dow Inc made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #211 holding.
  • Wilkerson Advisory Group first reported a position in Dow Inc in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Dow Inc position peaked at $93.7K in Q1 2026.
  • 1,200 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.