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Barnes Dennig Private Wealth Management’s Dow Inc DOW Stock Holding History

Barnes Dennig Private 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
Q2 		– Sell
-300
Closed -$10.5K – 300
2025
Q1 		$10.5K Buy
+300
New +$11.5K 0.02% 134

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 $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barnes Dennig Private Wealth Management's DOW Position: Q2 2025 in Review

Barnes Dennig Private Wealth Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 300 shares — an estimated $10.5K sold.

Barnes Dennig Private Wealth Management first reported a position in DOW in Q1 2025 and held it in 1 quarter. The position peaked at $10.5K in Q1 2025. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Barnes Dennig Private Wealth Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 300 Dow Inc shares in Q2 2025, an estimated $10.5K.
  • Barnes Dennig Private Wealth Management first reported a position in Dow Inc in Q1 2025 and held it in 1 quarter.
  • Barnes Dennig Private Wealth Management's Dow Inc position peaked at $10.5K in Q1 2025.
  • 1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.