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Briaud Financial Planning’s Dow Inc DOW Stock Holding History

Briaud Financial Planning’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
-65
Closed -$1K – 99
2025
Q2 		$1K Sell
65
-101
-61% -$2.94K ﹤0.01% 331
2025
Q1 		$5K Buy
+166
New +$6.38K ﹤0.01% 157
2023
Q4 		– Sell
-28
Closed -$1K – 58
2023
Q3 		$1K Buy
+28
New +$1.5K ﹤0.01% 149

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
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

Briaud Financial Planning's DOW Position: Q3 2025 in Review

Briaud Financial Planning sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 65 shares — an estimated $1K sold.

Briaud Financial Planning first reported a position in DOW in Q3 2023 and held it in 3 quarters. The position peaked at $5K in Q1 2025. 1,107 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Briaud Financial Planning reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 65 Dow Inc shares in Q3 2025, an estimated $1K.
  • Briaud Financial Planning first reported a position in Dow Inc in Q3 2023 and held it in 3 quarters.
  • Briaud Financial Planning's Dow Inc position peaked at $5K in Q1 2025.
  • 1,107 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.