Atria Wealth Solutions’s Dow Inc DOW Stock Holding History

Atria Wealth Solutions’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	$1.3M	Sell	47,881 -15,630	-25%	-$455K	0.03%	549
2025 Q1	$2.22M	Buy	63,511 +1,821	+3%	+$69.9K	0.03%	596
2024 Q4	$2.48M	Sell	61,690 -8,611	-12%	-$402K	0.03%	565
2024 Q3	$3.84M	Sell	70,301 -11,428	-14%	-$603K	0.04%	414
2024 Q2	$4.34M	Sell	81,729 -8,910	-10%	-$509K	0.05%	373
2024 Q1	$5.25M	Buy	90,639 +2,182	+2%	+$121K	0.06%	328
2023 Q4	$4.85M	Sell	88,457 -1,040	-1%	-$53.1K	0.06%	316
2023 Q3	$4.61M	Buy	89,497 +654	+0.7%	+$35.1K	0.06%	308
2023 Q2	$4.73M	Sell	88,843 -4,825	-5%	-$256K	0.06%	299
2023 Q1	$5.13M	Sell	93,668 -1,924	-2%	-$108K	0.08%	259
2022 Q4	$4.82M	Buy	95,592 +3,396	+4%	+$166K	0.08%	260
2022 Q3	$4.05M	Buy	92,196 +21,206	+30%	+$1.08M	0.07%	274
2022 Q2	$3.66M	Sell	70,990 -11,081	-14%	-$710K	0.07%	295
2022 Q1	$5.23M	Buy	+82,071	New	+$4.95M	0.09%	241

Other funds holding DOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 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