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Accurate Wealth Management’s Dow Inc DOW Stock Holding History

Accurate 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
2025
Q2 		– Sell
-10,240
Closed -$291K – 446
2025
Q1 		$291K Buy
10,240
+1,255
+14% +$48.2K 0.06% 292
2024
Q4 		$346K Sell
8,985
-1,804
-17% -$84.2K 0.07% 266
2024
Q3 		$567K Buy
10,789
+267
+3% +$14.1K 0.11% 173
2024
Q2 		$560K Buy
10,522
+571
+6% +$32.6K 0.13% 153
2024
Q1 		$564K Sell
9,951
-16,071
-62% -$888K 0.16% 135
2023
Q4 		$1.4M Sell
26,022
-267
-1% -$13.6K 0.43% 65
2023
Q3 		$1.33M Buy
26,289
+5,776
+28% +$310K 0.42% 66
2023
Q2 		$1.09M Buy
20,513
+6,565
+47% +$349K 0.34% 69
2023
Q1 		$778K Buy
13,948
+6,916
+98% +$389K 0.27% 88
2022
Q4 		$397K Buy
7,032
+927
+15% +$45.3K 0.15% 123
2022
Q3 		$276K Buy
6,105
+2,041
+50% +$103K 0.12% 143
2022
Q2 		$212K Buy
4,064
+216
+6% +$13.8K 0.12% 144
2022
Q1 		$245K Buy
+3,848
New +$232K 0.11% 141

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Accurate Wealth Management's DOW Position: Q2 2025 in Review

Accurate Wealth Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 10,240 shares — an estimated $291K sold.

Accurate Wealth Management first reported a position in DOW in Q1 2022 and held it in 13 quarters. The position peaked at $1.4M in Q4 2023. 1,213 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Accurate Wealth Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 10,240 Dow Inc shares in Q2 2025, an estimated $291K.
  • Accurate Wealth Management first reported a position in Dow Inc in Q1 2022 and held it in 13 quarters.
  • Accurate Wealth Management's Dow Inc position peaked at $1.4M in Q4 2023.
  • 1,213 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Accurate Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.