Evolution Wealth Management’s Dow Inc DOW Stock Holding History

Evolution 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 Q3	–	Sell	-130	Closed	-$3.44K	–	617
2025 Q2	$3.44K	Buy	+130	New	+$3.78K	﹤0.01%	481

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evolution Wealth Management's DOW Position: Q3 2025 in Review

Evolution Wealth Management sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 130 shares — an estimated $3.44K sold.

Evolution Wealth Management first reported a position in DOW in Q2 2025 and held it in 1 quarter. The position peaked at $3.44K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

Evolution Wealth Management reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
Evolution Wealth Management sold 130 Dow Inc shares in Q3 2025, an estimated $3.44K.
Evolution Wealth Management first reported a position in Dow Inc in Q2 2025 and held it in 1 quarter.
Evolution Wealth Management's Dow Inc position peaked at $3.44K in Q2 2025.
1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.