Blue Chip Partners’s Dow Inc DOW Stock Holding History

Blue Chip Partners’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	-6,297	Closed	-$220K	–	164
2025 Q1	$220K	Sell	6,297 -370	-6%	-$14.2K	0.02%	153
2024 Q4	$268K	Sell	6,667 -231	-3%	-$10.8K	0.02%	133
2024 Q3	$377K	Sell	6,898 -710	-9%	-$37.5K	0.03%	108
2024 Q2	$404K	Sell	7,608 -399	-5%	-$22.8K	0.04%	99
2024 Q1	$464K	Sell	8,007 -1,458	-15%	-$80.6K	0.05%	94
2023 Q4	$519K	Sell	9,465 -4,516	-32%	-$231K	0.05%	91
2023 Q3	$721K	Sell	13,981 -4,644	-25%	-$249K	0.09%	77
2023 Q2	$992K	Sell	18,625 -21,382	-53%	-$1.14M	0.11%	79
2023 Q1	$2.19M	Sell	40,007 -16,434	-29%	-$925K	0.26%	54
2022 Q4	$2.84M	Sell	56,441 -12,770	-18%	-$624K	0.35%	52
2022 Q3	$3.04M	Sell	69,211 -577	-0.8%	-$29.3K	0.42%	45
2022 Q2	$3.6M	Sell	69,788 -1,018	-1%	-$65.2K	0.46%	47
2022 Q1	$4.51M	Sell	70,806 -33,972	-32%	-$2.05M	0.56%	43
2021 Q4	$5.94M	Sell	104,778 -146,013	-58%	-$8.33M	0.75%	33
2021 Q3	$14.4M	Buy	250,791 +9,168	+4%	+$561K	2.03%	24
2021 Q2	$15.3M	Buy	241,623 +11,931	+5%	+$788K	2.18%	21
2021 Q1	$14.7M	Buy	+229,692	New	+$13.7M	2.26%	22
2019 Q3	–	Sell	-2,279	Closed	-$112K	–	142
2019 Q2	$112K	Buy	+2,279	New	+$120K	0.03%	128

Other funds holding DOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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