AllSquare Wealth Management’s Dow Inc DOW Stock Holding History

AllSquare 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	$7.75K	Hold	338	–	–	﹤0.01%	401
2025 Q2	$8.95K	Hold	338	–	–	0.01%	391
2025 Q1	$11.8K	Hold	338	–	–	0.01%	362
2024 Q4	$13.6K	Hold	338	–	–	0.01%	348
2024 Q3	$18.5K	Hold	338	–	–	0.01%	323
2024 Q2	$17.9K	Hold	338	–	–	0.01%	314
2024 Q1	$19.6K	Hold	338	–	–	0.01%	302
2023 Q4	$18.5K	Hold	338	–	–	0.01%	305
2023 Q3	$17.4K	Hold	338	–	–	0.01%	309
2023 Q2	$16.7K	Hold	338	–	–	0.01%	318
2023 Q1	$18.5K	Hold	338	–	–	0.01%	309
2022 Q4	$17K	Hold	338	–	–	0.01%	304
2022 Q3	$15K	Hold	338	–	–	0.01%	305
2022 Q2	$17K	Hold	338	–	–	0.01%	303
2022 Q1	$22K	Hold	338	–	–	0.01%	306
2021 Q4	$19K	Hold	338	–	–	0.01%	321
2021 Q3	$19K	Hold	338	–	–	0.01%	310
2021 Q2	$21K	Hold	338	–	–	0.01%	315
2021 Q1	$22K	Hold	338	–	–	0.01%	301
2020 Q4	$19K	Hold	338	–	–	0.01%	283
2020 Q3	$16K	Sell	338 -42	-11%	-$1.89K	0.01%	283
2020 Q2	$15K	Hold	380	–	–	0.01%	285
2020 Q1	$11K	Hold	380	–	–	0.01%	297
2019 Q4	$21K	Hold	380	–	–	0.01%	257
2019 Q3	$18K	Hold	380	–	–	0.01%	263
2019 Q2	$19K	Buy	+380	New	+$20.1K	0.01%	268

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AllSquare Wealth Management held its Dow Inc (DOW) position steady in Q3 2025 at 338 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

AllSquare Wealth Management first reported a position in DOW in Q2 2019 and has held it in 26 quarters since. The position peaked at $22K in Q1 2022. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

AllSquare Wealth Management held 338 shares of Dow Inc worth $7.75K as of Q3 2025.
AllSquare Wealth Management left its Dow Inc share count unchanged in Q3 2025.
Dow Inc made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #401 holding.
AllSquare Wealth Management first reported a position in Dow Inc in Q2 2019 and has held it in 26 quarters since.
AllSquare Wealth Management's Dow Inc position peaked at $22K in Q1 2022.
1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.