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Avantax Advisory Services’s Dow Inc DOW Stock Holding History

Avantax Advisory Services’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 		$3.53M Buy
133,393
+4,848
+4% +$141K 0.02% 564
2025
Q1 		$4.49M Buy
128,545
+12,044
+10% +$463K 0.03% 447
2024
Q4 		$4.68M Buy
116,501
+4,063
+4% +$190K 0.03% 416
2024
Q3 		$6.14M Buy
112,438
+22,932
+26% +$1.21M 0.04% 336
2024
Q2 		$4.75M Buy
89,506
+33,499
+60% +$1.91M 0.03% 388
2024
Q1 		$3.24M Buy
56,007
+5,913
+12% +$327K 0.03% 407
2023
Q4 		$2.75M Buy
50,094
+528
+1% +$27K 0.03% 417
2023
Q3 		$2.56M Buy
49,566
+3,926
+9% +$211K 0.03% 392
2023
Q2 		$2.43M Sell
45,640
-6,658
-13% -$354K 0.03% 403
2023
Q1 		$2.87M Buy
52,298
+1,256
+2% +$70.7K 0.04% 355
2022
Q4 		$2.57M Buy
51,042
+9,461
+23% +$462K 0.03% 359
2022
Q3 		$1.83M Buy
41,581
+6,803
+20% +$345K 0.03% 394
2022
Q2 		$1.79M Buy
34,778
+7,250
+26% +$464K 0.03% 397
2022
Q1 		$1.75M Buy
27,528
+15,046
+121% +$908K 0.02% 408
2021
Q4 		$708K Buy
12,482
+569
+5% +$32.4K 0.01% 633
2021
Q3 		$692K Buy
11,913
+1,999
+20% +$122K 0.01% 592
2021
Q2 		$626K Buy
9,914
+40
+0.4% +$2.64K 0.01% 617
2021
Q1 		$630K Buy
9,874
+909
+10% +$54.4K 0.01% 553
2020
Q4 		$498K Sell
8,965
-17,315
-66% -$894K 0.01% 558
2020
Q3 		$1.25M Buy
26,280
+21,225
+420% +$953K 0.02% 480
2020
Q2 		$204K Buy
+5,055
New +$185K 0.01% 781
2020
Q1 		– Sell
-4,494
Closed -$245K – 822
2019
Q4 		$245K Sell
4,494
-1,899
-30% -$98.1K 0.01% 710
2019
Q3 		$308K Sell
6,393
-1,848
-22% -$86.5K 0.01% 426
2019
Q2 		$406K Buy
+8,241
New +$435K 0.02% 329

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

Avantax Advisory Services's DOW Position: Q2 2025 in Review

Avantax Advisory Services increased its Dow Inc (DOW) stake by 3.8% in Q2 2025, buying an estimated $141K and bringing the position to 133,393 shares worth $3.53M. The position accounts for 0.02% of the portfolio, ranked #564.

Avantax Advisory Services first reported a position in DOW in Q2 2019 and has held it in 24 quarters since. The position peaked at $6.14M in Q3 2024. 1,210 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Avantax Advisory Services held 133,393 shares of Dow Inc worth $3.53M as of Q2 2025.
  • Avantax Advisory Services bought 4,848 Dow Inc shares in Q2 2025, an estimated $141K.
  • Dow Inc made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #564 holding.
  • Avantax Advisory Services first reported a position in Dow Inc in Q2 2019 and has held it in 24 quarters since.
  • Avantax Advisory Services's Dow Inc position peaked at $6.14M in Q3 2024.
  • 1,210 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.