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Compass Wealth Management’s Dow Inc DOW Stock Holding History

Compass 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 		– Sell
-588
Closed -$20.5K – 214
2025
Q1 		$20.5K Hold
588
– – 0.01% 323
2024
Q4 		$23.6K Sell
588
-1,100
-65% -$51.3K 0.01% 309
2024
Q3 		$92.2K Hold
1,688
– – 0.02% 206
2024
Q2 		$89.5K Hold
1,688
– – 0.02% 206
2024
Q1 		$97.8K Sell
1,688
-64
-4% -$3.54K 0.02% 196
2023
Q4 		$96.1K Sell
1,752
-153
-8% -$7.82K 0.03% 192
2023
Q3 		$98.2K Buy
1,905
+57
+3% +$3.06K 0.03% 186
2023
Q2 		$98.4K Buy
1,848
+300
+19% +$15.9K 0.03% 189
2023
Q1 		$84.9K Sell
1,548
-127
-8% -$7.14K 0.03% 197
2022
Q4 		$84.4K Buy
+1,675
New +$81.8K 0.03% 195

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 $3.38T AUM 44.17% 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

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

Compass Wealth Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 588 shares — an estimated $20.5K sold.

Compass Wealth Management first reported a position in DOW in Q4 2022 and held it in 10 quarters. The position peaked at $98.4K in Q2 2023. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Compass Wealth Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 588 Dow Inc shares in Q2 2025, an estimated $20.5K.
  • Compass Wealth Management first reported a position in Dow Inc in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Dow Inc position peaked at $98.4K in Q2 2023.
  • 1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.