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Dow shares owned by Wealth Effects

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

Historical chart of Wealth Effects investment in Dow

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

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Quarterly reported holdings in Dow by Wealth Effects

Quarter filed Position value Share count Share price at filing
2025-12-31 $260k 11k 23.38
2025-09-30 $255k 11k 22.93

More positions owned by Wealth Effects

Avadel Pharmaceuticals Com Shs (AVDL)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Arrowhead Pharmaceuticals (ARWR)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Micron Technology (MU)
Broadcom (AVGO)
Blackstone Group Inc Com Cl A (BX)
International Business Machines (IBM)
Tesla Motors (TSLA)

View all positions for Wealth Effects

Top funds holding Dow

Vanguard Group
BlackRock
State Street Corporation
Pzena Investment Management
Geode Capital Management
Susquehanna International
Capital Research Global Investors
Invesco
Jane Street
Norges Bank Investment Management
Citadel Advisors
Charles Schwab Investment Management
Northern Trust
UBS Group
Neuberger Berman Group

View all funds holding Dow