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Concorde Financial’s Dow Inc DOW Stock Holding History

Concorde Financial’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
-146
Closed -$3.87K – 42
2025
Q2 		$3.87K Buy
+146
New +$4.25K ﹤0.01% 51
2024
Q3 		– Sell
-292
Closed -$15.5K – 42
2024
Q2 		$15.5K Buy
+292
New +$16.7K 0.01% 37
2024
Q1 		– Sell
-292
Closed -$16K – 38
2023
Q4 		$16K Buy
+292
New +$14.9K 0.01% 33
2023
Q1 		– Sell
-292
Closed -$12.8K – 39
2022
Q4 		$12.8K Hold
292
– – 0.01% 50
2022
Q3 		$13K Buy
+292
New +$14.8K 0.01% 50
2022
Q2 		– Sell
-292
Closed -$19K – 41
2022
Q1 		$19K Hold
292
– – 0.01% 49
2021
Q4 		$17K Buy
+292
New +$16.6K 0.01% 82

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Concorde Financial's DOW Position: Q3 2025 in Review

Concorde Financial sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 146 shares — an estimated $3.87K sold.

Concorde Financial first reported a position in DOW in Q4 2021 and held it in 7 quarters. The position peaked at $19K in Q1 2022. 1,106 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Concorde Financial reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Concorde Financial sold 146 Dow Inc shares in Q3 2025, an estimated $3.87K.
  • Concorde Financial first reported a position in Dow Inc in Q4 2021 and held it in 7 quarters.
  • Concorde Financial's Dow Inc position peaked at $19K in Q1 2022.
  • 1,106 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Concorde Financial's 13F filing for Q3 2025, filed 14 Nov 2025.