Delta Financial Group’s Dow Inc DOW Stock Holding History

Delta Financial Group’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 Q1	$704K	Buy	19,388 +984	+5%	+$37.8K	0.16%	107
2024 Q4	$739K	Buy	+18,404	New	+$859K	0.17%	95
2024 Q2	–	Sell	-19,955	Closed	-$1.16M	–	144
2024 Q1	$1.16M	Sell	19,955 -576	-3%	-$31.8K	0.34%	54
2023 Q4	$1.13M	Sell	20,531 -1,589	-7%	-$81.2K	0.35%	54
2023 Q3	$1.14M	Buy	+22,120	New	+$1.19M	0.39%	47
2023 Q2	–	Sell	-23,181	Closed	-$1.27M	–	117
2023 Q1	$1.27M	Buy	23,181 +128	+0.6%	+$7.2K	0.5%	38
2022 Q4	$1.18M	Buy	+23,053	New	+$1.13M	0.52%	36

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Delta Financial Group's DOW Position: Q1 2025 in Review

Delta Financial Group increased its Dow Inc (DOW) stake by 5.3% in Q1 2025, buying an estimated $37.8K and bringing the position to 19,388 shares worth $704K. The position accounts for 0.16% of the portfolio, ranked #107.

Delta Financial Group first reported a position in DOW in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2023. 1,343 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

Delta Financial Group held 19,388 shares of Dow Inc worth $704K as of Q1 2025.
Delta Financial Group bought 984 Dow Inc shares in Q1 2025, an estimated $37.8K.
Dow Inc made up 0.16% of Delta Financial Group's portfolio in Q1 2025, its #107 holding.
Delta Financial Group first reported a position in Dow Inc in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's Dow Inc position peaked at $1.27M in Q1 2023.
1,343 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.