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Burkett Financial Services’s Dow Inc DOW Stock Holding History

Burkett Financial Services’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
-58
Closed -$1.53K – 227
2025
Q2 		$1.53K Buy
58
+2
+4% +$58 ﹤0.01% 206
2025
Q1 		$1.97K Buy
56
+1
+2% +$38 ﹤0.01% 226
2024
Q4 		$2.22K Buy
55
+1
+2% +$47 ﹤0.01% 194
2024
Q3 		$2.97K Hold
54
– – ﹤0.01% 174
2024
Q2 		$2.85K Buy
54
+1
+2% +$57 ﹤0.01% 169
2024
Q1 		$3.07K Buy
53
+1
+2% +$55 ﹤0.01% 168
2023
Q4 		$2.87K Buy
+52
New +$2.66K ﹤0.01% 167

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

Burkett Financial Services's DOW Position: Q3 2025 in Review

Burkett Financial Services sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 58 shares — an estimated $1.53K sold.

Burkett Financial Services first reported a position in DOW in Q4 2023 and held it in 7 quarters. The position peaked at $3.07K in Q1 2024. 1,107 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Burkett Financial Services reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Burkett Financial Services sold 58 Dow Inc shares in Q3 2025, an estimated $1.53K.
  • Burkett Financial Services first reported a position in Dow Inc in Q4 2023 and held it in 7 quarters.
  • Burkett Financial Services's Dow Inc position peaked at $3.07K in Q1 2024.
  • 1,107 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Burkett Financial Services's 13F filing for Q3 2025, filed 24 Nov 2025.