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Biltmore Family Office’s Dow Inc DOW Stock Holding History

Biltmore Family Office’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
Q3 		– Sell
-8,380
Closed -$222K – 293
2025
Q2 		$222K Hold
8,380
– – 0.04% 197
2025
Q1 		$293K Hold
8,380
– – 0.05% 173
2024
Q4 		$336K Buy
8,380
+539
+7% +$25.1K 0.06% 163
2024
Q3 		$428K Buy
7,841
+40
+0.5% +$2.11K 0.07% 138
2024
Q2 		$414K Sell
7,801
-250
-3% -$14.3K 0.08% 129
2024
Q1 		$466K Hold
8,051
– – 0.09% 117
2023
Q4 		$442K Hold
8,051
– – 0.09% 120
2023
Q3 		$415K Hold
8,051
– – 0.09% 122
2023
Q2 		$429K Sell
8,051
-13
-0.2% -$691 0.09% 122
2023
Q1 		$442K Buy
8,064
+13
+0.2% +$731 0.09% 139
2022
Q4 		$406K Hold
8,051
– – 0.08% 151
2022
Q3 		$354K Sell
8,051
-150
-2% -$7.61K 0.08% 126
2022
Q2 		$423K Sell
8,201
-176
-2% -$11.3K 0.11% 119
2022
Q1 		$534K Sell
8,377
-3,151
-27% -$190K 0.11% 100
2021
Q4 		$654K Buy
11,528
+2,692
+30% +$153K 0.12% 106
2021
Q3 		$509K Sell
8,836
-89
-1% -$5.45K 0.12% 101
2021
Q2 		$565K Buy
8,925
+89
+1% +$5.88K 0.16% 93
2021
Q1 		$565K Buy
8,836
+912
+12% +$54.6K 0.18% 85
2020
Q4 		$440K Buy
7,924
+3,610
+84% +$186K 0.13% 103
2020
Q3 		$203K Buy
+4,314
New +$194K 0.11% 128

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Biltmore Family Office's DOW Position: Q3 2025 in Review

Biltmore Family Office sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 8,380 shares — an estimated $222K sold.

Biltmore Family Office first reported a position in DOW in Q3 2020 and held it in 20 quarters. The position peaked at $654K in Q4 2021. 1,106 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Biltmore Family Office reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Biltmore Family Office sold 8,380 Dow Inc shares in Q3 2025, an estimated $222K.
  • Biltmore Family Office first reported a position in Dow Inc in Q3 2020 and held it in 20 quarters.
  • Biltmore Family Office's Dow Inc position peaked at $654K in Q4 2021.
  • 1,106 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Biltmore Family Office's 13F filing for Q3 2025, filed 31 Oct 2025.