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Compass Financial Services’s Dow Inc DOW Stock Holding History

Compass 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
-156
Closed -$4.13K – 333
2025
Q2 		$4.13K Hold
156
– – ﹤0.01% 246
2025
Q1 		$5.45K Buy
+156
New +$5.99K ﹤0.01% 226

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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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Compass Financial Services sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 156 shares — an estimated $4.13K sold.

Compass Financial Services first reported a position in DOW in Q1 2025 and held it in 2 quarters. The position peaked at $5.45K in Q1 2025. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Compass Financial Services reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 156 Dow Inc shares in Q3 2025, an estimated $4.13K.
  • Compass Financial Services first reported a position in Dow Inc in Q1 2025 and held it in 2 quarters.
  • Compass Financial Services's Dow Inc position peaked at $5.45K in Q1 2025.
  • 1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.