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Williams Jones Wealth Management’s Dow Inc DOW Stock Holding History

Williams Jones Wealth Management’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
-5,442
Closed -$227K – 552
2026
Q1 		$227K Buy
+5,442
New +$173K ﹤0.01% 457
2025
Q2 		– Sell
-7,282
Closed -$254K – 515
2025
Q1 		$254K Sell
7,282
-2,047
-22% -$78.6K ﹤0.01% 426
2024
Q4 		$374K Sell
9,329
-774
-8% -$36.1K ﹤0.01% 387
2024
Q3 		$552K Buy
10,103
+174
+2% +$9.19K 0.01% 340
2024
Q2 		$527K Sell
9,929
-33
-0.3% -$1.89K 0.01% 339
2024
Q1 		$577K Sell
9,962
-100
-1% -$5.53K 0.01% 330
2023
Q4 		$552K Sell
10,062
-2,911
-22% -$149K 0.01% 334
2023
Q3 		$669K Sell
12,973
-279
-2% -$15K 0.01% 298
2023
Q2 		$706K Sell
13,252
-9,457
-42% -$503K 0.01% 299
2023
Q1 		$1.24M Sell
22,709
-507
-2% -$28.5K 0.02% 245
2022
Q4 		$1.17M Buy
23,216
+459
+2% +$22.4K 0.02% 248
2022
Q3 		$1M Sell
22,757
-1,895
-8% -$96.1K 0.02% 268
2022
Q2 		$1.27M Buy
24,652
+9,591
+64% +$614K 0.02% 251
2022
Q1 		$960K Buy
15,061
+3,482
+30% +$210K 0.01% 267
2021
Q4 		$657K Buy
11,579
+288
+3% +$16.4K 0.01% 293
2021
Q3 		$650K Sell
11,291
-10,290
-48% -$630K 0.01% 289
2021
Q2 		$1.37M Buy
21,581
+3,690
+21% +$244K 0.02% 222
2021
Q1 		$1.14M Buy
17,891
+4,468
+33% +$267K 0.02% 234
2020
Q4 		$745K Buy
13,423
+125
+0.9% +$6.45K 0.01% 246
2020
Q3 		$626K Buy
+13,298
New +$597K 0.01% 238
2020
Q1 		– Sell
-14,349
Closed -$785K – 402
2019
Q4 		$785K Sell
14,349
-5,243
-27% -$271K 0.02% 229
2019
Q3 		$934K Buy
+19,592
New +$917K 0.02% 205

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

Williams Jones Wealth Management's DOW Position: Q2 2026 in Review

Williams Jones Wealth Management sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 5,442 shares — an estimated $227K sold.

Williams Jones Wealth Management first reported a position in DOW in Q3 2019 and held it in 22 quarters. The position peaked at $1.37M in Q2 2021. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Williams Jones Wealth Management reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Williams Jones Wealth Management sold 5,442 Dow Inc shares in Q2 2026, an estimated $227K.
  • Williams Jones Wealth Management first reported a position in Dow Inc in Q3 2019 and held it in 22 quarters.
  • Williams Jones Wealth Management's Dow Inc position peaked at $1.37M in Q2 2021.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.