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Centricity Wealth Management’s Dow Inc DOW Stock Holding History

Centricity Wealth Management’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 		$5.43K Sell
205
-250
-55% -$7.27K ﹤0.01% 369
2025
Q1 		$15.9K Buy
455
+25
+6% +$960 0.01% 275
2024
Q4 		$17.3K Buy
+430
New +$20.1K 0.02% 269

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 $717B AUM 35.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Centricity Wealth Management's DOW Position: Q2 2025 in Review

Centricity Wealth Management reduced its Dow Inc (DOW) stake by 55% in Q2 2025, selling an estimated $7.27K and leaving 205 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Centricity Wealth Management first reported a position in DOW in Q4 2024 and has held it in 3 quarters since. The position peaked at $17.3K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Centricity Wealth Management held 205 shares of Dow Inc worth $5.43K as of Q2 2025.
  • Centricity Wealth Management sold 250 Dow Inc shares in Q2 2025, an estimated $7.27K.
  • Dow Inc made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #369 holding.
  • Centricity Wealth Management first reported a position in Dow Inc in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Dow Inc position peaked at $17.3K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.