Denver PWM’s Dow Inc DOW Stock Holding History

Denver PWM’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	–	Sell	-1,342	Closed	-$53.9K	–	118
2024 Q4	$53.9K	Hold	1,342	–	–	0.02%	105
2024 Q3	$73.3K	Hold	1,342	–	–	0.03%	94
2024 Q2	$71.2K	Buy	+1,342	New	+$76.7K	0.03%	111
2019 Q4	–	Sell	-933	Closed	-$43.6K	–	108
2019 Q3	$43.6K	Buy	+933	New	+$43.7K	0.03%	136

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Denver PWM's DOW Position: Q1 2025 in Review

Denver PWM sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 1,342 shares — an estimated $53.9K sold.

Denver PWM first reported a position in DOW in Q3 2019 and held it in 4 quarters. The position peaked at $73.3K in Q3 2024. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

Denver PWM reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 1,342 Dow Inc shares in Q1 2025, an estimated $53.9K.
Denver PWM first reported a position in Dow Inc in Q3 2019 and held it in 4 quarters.
Denver PWM's Dow Inc position peaked at $73.3K in Q3 2024.
1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.