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Congress Wealth Management’s Dow Inc DOW Stock Holding History

Congress 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 		$5.62M Buy
212,070
+19,913
+10% +$579K 0.05% 361
2025
Q1 		$6.74M Buy
192,157
+31,192
+19% +$1.2M 0.08% 275
2024
Q4 		$6.46M Sell
160,965
-39,325
-20% -$1.83M 0.09% 253
2024
Q3 		$10.9M Buy
200,290
+60,681
+43% +$3.2M 0.15% 198
2024
Q2 		$7.41M Buy
139,609
+60,673
+77% +$3.47M 0.12% 207
2024
Q1 		$4.57M Sell
78,936
-14,824
-16% -$819K 0.08% 237
2023
Q4 		$5.14M Buy
93,760
+14,506
+18% +$741K 0.09% 219
2023
Q3 		$4.09M Buy
79,254
+316
+0.4% +$17K 0.08% 236
2023
Q2 		$4.2M Buy
78,938
+711
+0.9% +$37.8K 0.1% 207
2023
Q1 		$4.29M Sell
78,227
-15,297
-16% -$861K 0.1% 201
2022
Q4 		$4.71M Buy
93,524
+2,467
+3% +$121K 0.12% 185
2022
Q3 		$4M Buy
91,057
+1,513
+2% +$76.7K 0.11% 199
2022
Q2 		$4.62M Buy
89,544
+434
+0.5% +$27.8K 0.12% 192
2022
Q1 		$5.68M Buy
89,110
+1,735
+2% +$105K 0.12% 188
2021
Q4 		$4.96M Buy
+87,375
New +$4.98M 0.1% 225

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

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

Congress Wealth Management increased its Dow Inc (DOW) stake by 10% in Q2 2025, buying an estimated $579K and bringing the position to 212,070 shares worth $5.62M. The position accounts for 0.05% of the portfolio, ranked #361.

Congress Wealth Management first reported a position in DOW in Q4 2021 and has held it in 15 quarters since. The position peaked at $10.9M in Q3 2024. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Congress Wealth Management held 212,070 shares of Dow Inc worth $5.62M as of Q2 2025.
  • Congress Wealth Management bought 19,913 Dow Inc shares in Q2 2025, an estimated $579K.
  • Dow Inc made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #361 holding.
  • Congress Wealth Management first reported a position in Dow Inc in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Dow Inc position peaked at $10.9M in Q3 2024.
  • 1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

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