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CBIZ Investment Advisory Services’s Dow Inc DOW Stock Holding History

CBIZ Investment Advisory 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
2026
Q1 		– Sell
-127
Closed -$2.97K – 505
2025
Q4 		$2.97K Buy
+127
New +$2.92K ﹤0.01% 590
2025
Q3 		– Sell
-156
Closed -$4.13K – 703
2025
Q2 		$4.13K Sell
156
-155
-50% -$4.51K ﹤0.01% 453
2025
Q1 		$10.9K Buy
311
+202
+185% +$7.76K ﹤0.01% 304
2024
Q4 		$4.37K Buy
109
+79
+263% +$3.69K ﹤0.01% 327
2024
Q3 		$1.66K Buy
+30
New +$1.58K ﹤0.01% 356

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CBIZ Investment Advisory Services's DOW Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 127 shares — an estimated $2.97K sold.

CBIZ Investment Advisory Services first reported a position in DOW in Q3 2024 and held it in 5 quarters. The position peaked at $10.9K in Q1 2025. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 127 Dow Inc shares in Q1 2026, an estimated $2.97K.
  • CBIZ Investment Advisory Services first reported a position in Dow Inc in Q3 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Dow Inc position peaked at $10.9K in Q1 2025.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.