WEG
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World Equity Group’s Dow Inc DOW Stock Holding History

World Equity 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 		$475K Buy
+17,376
New +$631K 0.11% 224
2025
Q2 		– Sell
-3,961
Closed -$204K – 327
2025
Q1 		$204K Buy
+3,961
New +$152K 0.06% 288
2024
Q4 		– Sell
-3,963
Closed -$216K – 368
2024
Q3 		$216K Sell
3,963
-9,351
-70% -$494K 0.08% 241
2024
Q2 		$706K Sell
13,314
-13,024
-49% -$744K 0.21% 126
2024
Q1 		$1.53M Buy
26,338
+13,240
+101% +$732K 0.31% 80
2023
Q4 		$718K Sell
13,098
-13,410
-51% -$685K 0.14% 146
2023
Q3 		$1.37M Buy
26,508
+13,054
+97% +$701K 0.28% 88
2023
Q2 		$717K Sell
13,454
-2,760
-17% -$147K 0.21% 122
2023
Q1 		$3.5M Buy
16,214
+3,020
+23% +$170K 0.52% 45
2022
Q4 		$665K Sell
13,194
-92
-0.7% -$4.49K 0.16% 148
2022
Q3 		$584K Sell
13,286
-2,960
-18% -$150K 0.15% 146
2022
Q2 		$838K Buy
16,246
+141
+0.9% +$9.03K 0.21% 126
2022
Q1 		$1.03M Buy
+16,105
New +$971K 0.22% 130

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return