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Apexium Financial’s Dow Inc DOW Stock Holding History

Apexium Financial’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
-6,146
Closed -$215K – 281
2025
Q1 		$215K Buy
+6,146
New +$236K 0.01% 261
2024
Q4 		– Sell
-4,317
Closed -$236K – 261
2024
Q3 		$236K Buy
4,317
+164
+4% +$8.66K 0.02% 215
2024
Q2 		$220K Buy
4,153
+161
+4% +$9.2K 0.02% 206
2024
Q1 		$231K Sell
3,992
-94
-2% -$5.2K 0.02% 207
2023
Q4 		$224K Buy
4,086
+88
+2% +$4.5K 0.02% 247
2023
Q3 		$206K Buy
3,998
+86
+2% +$4.62K 0.02% 200
2023
Q2 		$208K Buy
+3,912
New +$208K 0.02% 206

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

Apexium Financial's DOW Position: Q2 2025 in Review

Apexium Financial sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 6,146 shares — an estimated $215K sold.

Apexium Financial first reported a position in DOW in Q2 2023 and held it in 7 quarters. The position peaked at $236K in Q3 2024. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Apexium Financial reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Apexium Financial sold 6,146 Dow Inc shares in Q2 2025, an estimated $215K.
  • Apexium Financial first reported a position in Dow Inc in Q2 2023 and held it in 7 quarters.
  • Apexium Financial's Dow Inc position peaked at $236K in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Apexium Financial's 13F filing for Q2 2025, filed 22 Jul 2025.