Bernard Wealth Management’s Dow Inc DOW Stock Holding History

Bernard 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	-46	Closed	-$1.61K	–	333
2025 Q1	$1.61K	Buy	+46	New	+$1.77K	﹤0.01%	322

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bernard Wealth Management's DOW Position: Q2 2025 in Review

Bernard Wealth Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 46 shares — an estimated $1.61K sold.

Bernard Wealth Management first reported a position in DOW in Q1 2025 and held it in 1 quarter. The position peaked at $1.61K in Q1 2025. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

Bernard Wealth Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 46 Dow Inc shares in Q2 2025, an estimated $1.61K.
Bernard Wealth Management first reported a position in Dow Inc in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's Dow Inc position peaked at $1.61K in Q1 2025.
1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.