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Dynamic Advisor Solutions’s Dow Inc DOW Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-19,479
Closed -$516K – 936
2025
Q2 		$516K Sell
19,479
-10,513
-35% -$306K 0.02% 597
2025
Q1 		$1.05M Buy
29,992
+20,991
+233% +$806K 0.03% 404
2024
Q4 		$361K Sell
9,001
-17,326
-66% -$808K 0.02% 493
2024
Q3 		$1.44M Buy
26,327
+7,112
+37% +$375K 0.04% 366
2024
Q2 		$1.02M Sell
19,215
-900
-4% -$51.4K 0.03% 452
2024
Q1 		$1.17M Sell
20,115
-1,123
-5% -$62.1K 0.04% 412
2023
Q4 		$1.16M Sell
21,238
-2,013
-9% -$103K 0.04% 386
2023
Q3 		$1.2M Buy
23,251
+2,396
+11% +$129K 0.06% 314
2023
Q2 		$1.11M Sell
20,855
-1,709
-8% -$90.8K 0.06% 316
2023
Q1 		$1.24M Sell
22,564
-635
-3% -$35.7K 0.07% 279
2022
Q4 		$1.17M Sell
23,199
-7,815
-25% -$382K 0.08% 253
2022
Q3 		$1.36M Buy
31,014
+4,200
+16% +$213K 0.1% 203
2022
Q2 		$1.38M Buy
26,814
+1,190
+5% +$76.2K 0.11% 209
2022
Q1 		$1.63M Buy
25,624
+15,102
+144% +$911K 0.11% 190
2021
Q4 		$597K Sell
10,522
-1,447
-12% -$82.5K 0.04% 386
2021
Q3 		$689K Sell
11,969
-2,226
-16% -$136K 0.05% 372
2021
Q2 		$898K Buy
14,195
+5,214
+58% +$344K 0.07% 296
2021
Q1 		$574K Sell
8,981
-230
-2% -$13.8K 0.05% 342
2020
Q4 		$511K Buy
9,211
+922
+11% +$47.6K 0.05% 359
2020
Q3 		$390K Sell
8,289
-7,192
-46% -$323K 0.04% 364
2020
Q2 		$631K Buy
15,481
+5,893
+61% +$216K 0.09% 244
2020
Q1 		$280K Buy
9,588
+2,951
+44% +$125K 0.05% 348
2019
Q4 		$363K Buy
6,637
+500
+8% +$25.8K 0.05% 369
2019
Q3 		$292K Buy
6,137
+94
+2% +$4.4K 0.05% 383
2019
Q2 		$298K Buy
+6,043
New +$319K 0.05% 360

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dynamic Advisor Solutions's DOW Position: Q3 2025 in Review

Dynamic Advisor Solutions sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 19,479 shares — an estimated $516K sold.

Dynamic Advisor Solutions first reported a position in DOW in Q2 2019 and held it in 25 quarters. The position peaked at $1.63M in Q1 2022. 1,106 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Dynamic Advisor Solutions reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 19,479 Dow Inc shares in Q3 2025, an estimated $516K.
  • Dynamic Advisor Solutions first reported a position in Dow Inc in Q2 2019 and held it in 25 quarters.
  • Dynamic Advisor Solutions's Dow Inc position peaked at $1.63M in Q1 2022.
  • 1,106 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2025, filed 9 Oct 2025.