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Winch Advisory Services’s Dow Inc DOW Stock Holding History

Winch Advisory 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 		$75.1K Sell
2,744
-1,276
-32% -$46.3K 0.02% 162
2026
Q1 		$167K Sell
4,020
-88
-2% -$2.79K 0.04% 108
2025
Q4 		$96.1K Sell
4,108
-84
-2% -$1.93K 0.02% 133
2025
Q3 		$96.1K Sell
4,192
-74
-2% -$1.84K 0.02% 134
2025
Q2 		$113K Buy
4,266
+93
+2% +$2.71K 0.03% 117
2025
Q1 		$146K Buy
4,173
+359
+9% +$13.8K 0.04% 102
2024
Q4 		$153K Sell
3,814
-58
-1% -$2.71K 0.04% 99
2024
Q3 		$212K Buy
3,872
+177
+5% +$9.34K 0.06% 85
2024
Q2 		$196K Buy
3,695
+716
+24% +$40.9K 0.06% 86
2024
Q1 		$173K Buy
2,979
+308
+12% +$17K 0.05% 88
2023
Q4 		$147K Buy
2,671
+633
+31% +$32.3K 0.05% 91
2023
Q3 		$105K Buy
2,038
+23
+1% +$1.24K 0.04% 99
2023
Q2 		$107K Buy
2,015
+24
+1% +$1.28K 0.04% 98
2023
Q1 		$109K Buy
1,991
+35
+2% +$1.97K 0.04% 98
2022
Q4 		$99K Buy
1,956
+446
+30% +$21.8K 0.04% 99
2022
Q3 		$66K Buy
1,510
+100
+7% +$5.07K 0.03% 102
2022
Q2 		$73K Sell
1,410
-596
-30% -$38.2K 0.03% 102
2022
Q1 		$128K Buy
2,006
+10
+0.5% +$603 0.04% 86
2021
Q4 		$113K Buy
1,996
+11
+0.6% +$627 0.04% 91
2021
Q3 		$114K Buy
1,985
+298
+18% +$18.2K 0.04% 86
2021
Q2 		$107K Buy
1,687
+6
+0.4% +$396 0.04% 84
2021
Q1 		$107K Buy
1,681
+6
+0.4% +$359 0.04% 78
2020
Q4 		$93K Buy
1,675
+149
+10% +$7.69K 0.04% 77
2020
Q3 		$72K Buy
1,526
+6
+0.4% +$269 0.03% 78
2020
Q2 		$62K Buy
1,520
+7
+0.5% +$256 0.03% 85
2020
Q1 		$44K Buy
1,513
+223
+17% +$9.48K 0.02% 91
2019
Q4 		$71K Buy
1,290
+1,213
+1,575% +$62.7K 0.03% 94
2019
Q3 		$4K Sell
77
-1,858
-96% -$87K ﹤0.01% 251
2019
Q2 		$95K Buy
+1,935
New +$102K 0.05% 80

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

Winch Advisory Services's DOW Position: Q2 2026 in Review

Winch Advisory Services reduced its Dow Inc (DOW) stake by 32% in Q2 2026, selling an estimated $46.3K and leaving 2,744 shares worth $75.1K. The position accounts for 0.02% of the portfolio, ranked #162.

Winch Advisory Services first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $212K in Q3 2024. 1,197 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Winch Advisory Services held 2,744 shares of Dow Inc worth $75.1K as of Q2 2026.
  • Winch Advisory Services sold 1,276 Dow Inc shares in Q2 2026, an estimated $46.3K.
  • Dow Inc made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #162 holding.
  • Winch Advisory Services first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • Winch Advisory Services's Dow Inc position peaked at $212K in Q3 2024.
  • 1,197 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.