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Buck Wealth Strategies’s Dow Inc DOW Stock Holding History

Buck Wealth Strategies’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
-33,400
Closed -$1.17M – 155
2025
Q1 		$1.17M Buy
33,400
+18,887
+130% +$725K 0.21% 58
2024
Q4 		$582K Buy
14,513
+6,821
+89% +$318K 0.12% 65
2024
Q3 		$420K Sell
7,692
-3,895
-34% -$206K 0.13% 59
2024
Q2 		$615K Buy
+11,587
New +$662K 0.18% 56
2023
Q3 		– Sell
-300
Closed -$16K – 377
2023
Q2 		$16K Buy
+300
New +$15.9K 0.01% 131

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

Buck Wealth Strategies's DOW Position: Q2 2025 in Review

Buck Wealth Strategies sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 33,400 shares — an estimated $1.17M sold.

Buck Wealth Strategies first reported a position in DOW in Q2 2023 and held it in 5 quarters. The position peaked at $1.17M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Buck Wealth Strategies reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Buck Wealth Strategies sold 33,400 Dow Inc shares in Q2 2025, an estimated $1.17M.
  • Buck Wealth Strategies first reported a position in Dow Inc in Q2 2023 and held it in 5 quarters.
  • Buck Wealth Strategies's Dow Inc position peaked at $1.17M in Q1 2025.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Buck Wealth Strategies's 13F filing for Q2 2025, filed 4 Aug 2025.