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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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