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Avalon Trust’s Dow Inc DOW Stock Holding History

Avalon Trust’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
Q4 		– Sell
-18
Closed -$413 – 490
2025
Q3 		$413 Buy
+18
New +$448 ﹤0.01% 577

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avalon Trust's DOW Position: Q4 2025 in Review

Avalon Trust sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 18 shares — an estimated $413 sold.

Avalon Trust first reported a position in DOW in Q3 2025 and held it in 1 quarter. The position peaked at $413 in Q3 2025. 1,122 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

  • Avalon Trust reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
  • Avalon Trust sold 18 Dow Inc shares in Q4 2025, an estimated $413.
  • Avalon Trust first reported a position in Dow Inc in Q3 2025 and held it in 1 quarter.
  • Avalon Trust's Dow Inc position peaked at $413 in Q3 2025.
  • 1,122 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.