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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Acorn Wealth Advisors's DOW Position: Q3 2025 in Review

Acorn Wealth Advisors sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 8,067 shares — an estimated $214K sold.

Acorn Wealth Advisors first reported a position in DOW in Q1 2021 and held it in 18 quarters. The position peaked at $378K in Q1 2024. 1,107 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Acorn Wealth Advisors reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 8,067 Dow Inc shares in Q3 2025, an estimated $214K.
  • Acorn Wealth Advisors first reported a position in Dow Inc in Q1 2021 and held it in 18 quarters.
  • Acorn Wealth Advisors's Dow Inc position peaked at $378K in Q1 2024.
  • 1,107 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Acorn Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.