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Allen Wealth Management’s Dow Inc DOW Stock Holding History

Allen 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
Q3 		– Sell
-20,657
Closed -$547K – 58
2025
Q2 		$547K Sell
20,657
-13,098
-39% -$381K 0.38% 38
2025
Q1 		$1.18M Sell
33,755
-898
-3% -$34.5K 0.81% 26
2024
Q4 		$1.39M Sell
34,653
-1,528
-4% -$71.3K 1% 23
2024
Q3 		$1.98M Buy
36,181
+327
+0.9% +$17.3K 1.37% 13
2024
Q2 		$1.9M Sell
35,854
-1,620
-4% -$92.6K 1.69% 12
2024
Q1 		$2.17M Sell
37,474
-31,026
-45% -$1.71M 1.92% 10
2023
Q4 		$3.76M Buy
+68,500
New +$3.5M 3.68% 5

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allen Wealth Management's DOW Position: Q3 2025 in Review

Allen Wealth Management sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 20,657 shares — an estimated $547K sold.

Allen Wealth Management first reported a position in DOW in Q4 2023 and held it in 7 quarters. The position peaked at $3.76M in Q4 2023. 1,104 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Allen Wealth Management reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Allen Wealth Management sold 20,657 Dow Inc shares in Q3 2025, an estimated $547K.
  • Allen Wealth Management first reported a position in Dow Inc in Q4 2023 and held it in 7 quarters.
  • Allen Wealth Management's Dow Inc position peaked at $3.76M in Q4 2023.
  • 1,104 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Allen Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.