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Brick & Kyle Associates’s Dow Inc DOW Stock Holding History

Brick & Kyle Associates’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
-90,114
Closed -$3.08M – 61
2025
Q1 		$3.08M Buy
90,114
+22,184
+33% +$852K 1.42% 30
2024
Q4 		$2.73M Sell
67,930
-3,702
-5% -$173K 1.16% 32
2024
Q3 		$3.9M Buy
71,632
+6,113
+9% +$323K 1.67% 25
2024
Q2 		$3.48M Buy
65,519
+5,890
+10% +$336K 1.44% 26
2024
Q1 		$3.58M Sell
59,629
-834
-1% -$46.1K 1.59% 26
2023
Q4 		$3.32M Sell
60,463
-2,260
-4% -$115K 1.65% 26
2023
Q3 		$3.23M Buy
62,723
+4,135
+7% +$222K 1.72% 27
2023
Q2 		$3.1M Buy
58,588
+107
+0.2% +$5.69K 1.66% 24
2023
Q1 		$3.21M Sell
58,481
-271
-0.5% -$15.2K 1.84% 22
2022
Q4 		$2.96M Sell
58,752
-728
-1% -$35.6K 1.72% 24
2022
Q3 		$2.62M Buy
59,480
+885
+2% +$44.9K 1.59% 30
2022
Q2 		$3.02M Buy
58,595
+711
+1% +$45.5K 1.69% 27
2022
Q1 		$3.69M Sell
57,884
-57,556
-50% -$3.47M 1.79% 25
2021
Q4 		$6.55M Buy
115,440
+52,224
+83% +$2.98M 1.52% 29
2021
Q3 		$3.68M Buy
63,216
+1,221
+2% +$74.7K 1.87% 24
2021
Q2 		$3.91M Buy
+61,995
New +$4.09M 2.04% 22

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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

Brick & Kyle Associates's DOW Position: Q2 2025 in Review

Brick & Kyle Associates sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 90,114 shares — an estimated $3.08M sold.

Brick & Kyle Associates first reported a position in DOW in Q2 2021 and held it in 16 quarters. The position peaked at $6.55M in Q4 2021. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Brick & Kyle Associates reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Brick & Kyle Associates sold 90,114 Dow Inc shares in Q2 2025, an estimated $3.08M.
  • Brick & Kyle Associates first reported a position in Dow Inc in Q2 2021 and held it in 16 quarters.
  • Brick & Kyle Associates's Dow Inc position peaked at $6.55M in Q4 2021.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Brick & Kyle Associates's 13F filing for Q2 2025, filed 18 Aug 2025.