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Cetera Trust Company’s Dow Inc DOW Stock Holding History

Cetera Trust Company’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
-42
Closed -$1.47K – 364
2025
Q1 		$1.47K Hold
42
– – ﹤0.01% 372
2024
Q4 		$1.69K Hold
42
– – ﹤0.01% 386
2024
Q3 		$2.29K Hold
42
– – ﹤0.01% 397
2024
Q2 		$2.23K Hold
42
– – ﹤0.01% 403
2024
Q1 		$2.43K Hold
42
– – ﹤0.01% 408
2023
Q4 		$2.3K Buy
+42
New +$2.15K ﹤0.01% 412

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

Cetera Trust Company's DOW Position: Q2 2025 in Review

Cetera Trust Company sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 42 shares — an estimated $1.47K sold.

Cetera Trust Company first reported a position in DOW in Q4 2023 and held it in 6 quarters. The position peaked at $2.43K in Q1 2024. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Cetera Trust Company reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Cetera Trust Company sold 42 Dow Inc shares in Q2 2025, an estimated $1.47K.
  • Cetera Trust Company first reported a position in Dow Inc in Q4 2023 and held it in 6 quarters.
  • Cetera Trust Company's Dow Inc position peaked at $2.43K in Q1 2024.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Cetera Trust Company's 13F filing for Q2 2025, filed 6 Aug 2025.