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Carolinas Wealth Consulting’s Dow Inc DOW Stock Holding History

Carolinas Wealth Consulting’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
-103
Closed -$3.6K – 239
2025
Q1 		$3.6K Sell
103
-240
-70% -$9.22K ﹤0.01% 663
2024
Q4 		$13.8K Sell
343
-18
-5% -$840 ﹤0.01% 513
2024
Q3 		$19.7K Buy
361
+35
+11% +$1.85K ﹤0.01% 478
2024
Q2 		$17.3K Sell
326
-52
-14% -$2.97K ﹤0.01% 489
2024
Q1 		$21.9K Sell
378
-3,105
-89% -$172K ﹤0.01% 473
2023
Q4 		$19.1K Hold
3,483
– – ﹤0.01% 448
2023
Q3 		$17.3K Sell
3,483
-154
-4% -$8.27K ﹤0.01% 451
2023
Q2 		$26.9K Sell
3,637
-376
-9% -$20K 0.01% 430
2023
Q1 		$48.2K Buy
4,013
+355
+10% +$20K 0.01% 370
2022
Q4 		$26.7K Buy
3,658
+30
+0.8% +$1.47K 0.01% 442
2022
Q3 		$22K Buy
3,628
+122
+3% +$6.18K 0.01% 428
2022
Q2 		$19K Buy
3,506
+3,169
+940% +$203K ﹤0.01% 454
2022
Q1 		$21K Hold
337
– – ﹤0.01% 472
2021
Q4 		$19K Buy
337
+20
+6% +$1.14K ﹤0.01% 503
2021
Q3 		$18K Sell
317
-49
-13% -$3K ﹤0.01% 488
2021
Q2 		$23K Hold
366
– – 0.01% 479
2021
Q1 		$23K Hold
366
– – 0.01% 485
2020
Q4 		$20K Sell
366
-64
-15% -$3.3K 0.01% 475
2020
Q3 		$20K Buy
430
+112
+35% +$5.03K 0.01% 389
2020
Q2 		$13K Buy
+318
New +$11.6K 0.01% 318

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 $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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

Carolinas Wealth Consulting's DOW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 103 shares — an estimated $3.6K sold.

Carolinas Wealth Consulting first reported a position in DOW in Q2 2020 and held it in 20 quarters. The position peaked at $48.2K in Q1 2023. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 103 Dow Inc shares in Q2 2025, an estimated $3.6K.
  • Carolinas Wealth Consulting first reported a position in Dow Inc in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Dow Inc position peaked at $48.2K in Q1 2023.
  • 1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.