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Dumont & Blake Investment Advisors’s Dow Inc DOW Stock Holding History

Dumont & Blake Investment Advisors’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
-5,136
Closed -$206K – 207
2024
Q4 		$206K Hold
5,136
– – 0.06% 190
2024
Q3 		$281K Sell
5,136
-5,136
-50% -$271K 0.07% 173
2024
Q2 		$545K Buy
10,272
+5,136
+100% +$293K 0.08% 169
2024
Q1 		$298K Sell
5,136
-4
-0.1% -$221 0.09% 164
2023
Q4 		$282K Sell
5,140
-21
-0.4% -$1.07K 0.09% 162
2023
Q3 		$266K Buy
5,161
+15
+0.3% +$805 0.09% 155
2023
Q2 		$274K Sell
5,146
-15
-0.3% -$797 0.09% 160
2023
Q1 		$283K Hold
5,161
– – 0.1% 159
2022
Q4 		$260K Hold
5,161
– – 0.09% 161
2022
Q3 		$227K Sell
5,161
-1,379
-21% -$69.9K 0.09% 165
2022
Q2 		$338K Buy
+6,540
New +$419K 0.11% 155

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dumont & Blake Investment Advisors's DOW Position: Q1 2025 in Review

Dumont & Blake Investment Advisors sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 5,136 shares — an estimated $206K sold.

Dumont & Blake Investment Advisors first reported a position in DOW in Q2 2022 and held it in 11 quarters. The position peaked at $545K in Q2 2024. 1,346 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Dumont & Blake Investment Advisors reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 5,136 Dow Inc shares in Q1 2025, an estimated $206K.
  • Dumont & Blake Investment Advisors first reported a position in Dow Inc in Q2 2022 and held it in 11 quarters.
  • Dumont & Blake Investment Advisors's Dow Inc position peaked at $545K in Q2 2024.
  • 1,346 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.