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Dow shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in Dow

Tip: Access up to 7 years of quarterly data

All positions including Dow held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.3M 152k 41.65
2022-06-30 $1.1M 21k 51.59

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio S&p500 (SPYM)
Apple (AAPL)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers Us Nat (CRTC)
Amazon (AMZN)
Dbx Etf Tr Xtrackers S&p (SNPE)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Alphabet Cap Stk Cl C (GOOGL)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Thornburg Etf Tr Multi Sector Bd (TMB)

View all positions for WCG Wealth Advisors

Top funds holding Dow

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Pzena Investment Management
Geode Capital Management
Morgan Stanley
Susquehanna International
AQR Capital Management
Invesco
Capital Research Global Investors
Citadel Advisors
Charles Schwab Investment Management
Goldman Sachs Group

View all funds holding Dow