AWA
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Acorn Wealth Advisors’s Dow Inc DOW Stock Holding History

Acorn Wealth Advisors’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
Q3 		– Sell
-8,067
Closed -$214K – 284
2025
Q2 		$214K Sell
8,067
-9
-0.1% -$262 0.08% 236
2025
Q1 		$282K Buy
8,076
+1,116
+16% +$42.9K 0.12% 178
2024
Q4 		$279K Buy
6,960
+508
+8% +$23.7K 0.12% 182
2024
Q3 		$352K Sell
6,452
-38
-0.6% -$2.01K 0.15% 139
2024
Q2 		$344K Sell
6,490
-41
-0.6% -$2.34K 0.17% 129
2024
Q1 		$378K Buy
6,531
+89
+1% +$4.92K 0.2% 108
2023
Q4 		$353K Sell
6,442
-370
-5% -$18.9K 0.21% 106
2023
Q3 		$351K Sell
6,812
-21
-0.3% -$1.13K 0.23% 99
2023
Q2 		$364K Buy
6,833
+819
+14% +$43.5K 0.25% 99
2023
Q1 		$330K Sell
6,014
-280
-4% -$15.8K 0.24% 99
2022
Q4 		$317K Buy
6,294
+90
+1% +$4.4K 0.24% 98
2022
Q3 		$273K Sell
6,204
-556
-8% -$28.2K 0.22% 110
2022
Q2 		$349K Buy
6,760
+957
+16% +$61.3K 0.28% 97
2022
Q1 		$370K Buy
5,803
+156
+3% +$9.41K 0.25% 102
2021
Q4 		$320K Buy
5,647
+222
+4% +$12.7K 0.2% 122
2021
Q3 		$312K Buy
5,425
+368
+7% +$22.5K 0.22% 114
2021
Q2 		$320K Buy
5,057
+595
+13% +$39.3K 0.22% 109
2021
Q1 		$285K Buy
+4,462
New +$267K 0.2% 117

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return