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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return