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Forum Financial Management’s Dow Inc DOW Stock Holding History

Forum Financial 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
Q2 		– Sell
-10,083
Closed -$352K – 965
2025
Q1 		$352K Sell
10,083
-1,394
-12% -$53.5K 0.01% 509
2024
Q4 		$461K Buy
11,477
+3,462
+43% +$162K 0.01% 406
2024
Q3 		$438K Buy
8,015
+275
+4% +$14.5K 0.01% 377
2024
Q2 		$411K Buy
7,740
+15
+0.2% +$857 0.01% 370
2024
Q1 		$448K Sell
7,725
-393
-5% -$21.7K 0.01% 361
2023
Q4 		$445K Sell
8,118
-4,323
-35% -$221K 0.01% 320
2023
Q3 		$641K Buy
12,441
+29
+0.2% +$1.56K 0.01% 224
2023
Q2 		$661K Buy
12,412
+1,121
+10% +$59.6K 0.01% 231
2023
Q1 		$619K Buy
11,291
+43
+0.4% +$2.42K 0.02% 220
2022
Q4 		$567K Sell
11,248
-286
-2% -$14K 0.02% 228
2022
Q3 		$507K Buy
11,534
+921
+9% +$46.7K 0.02% 217
2022
Q2 		$548K Buy
10,613
+1,431
+16% +$91.6K 0.03% 210
2022
Q1 		$585K Sell
9,182
-103
-1% -$6.21K 0.03% 212
2021
Q4 		$527K Buy
+9,285
New +$529K 0.03% 229

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 $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forum Financial Management's DOW Position: Q2 2025 in Review

Forum Financial Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 10,083 shares — an estimated $352K sold.

Forum Financial Management first reported a position in DOW in Q4 2021 and held it in 14 quarters. The position peaked at $661K in Q2 2023. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Forum Financial Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Forum Financial Management sold 10,083 Dow Inc shares in Q2 2025, an estimated $352K.
  • Forum Financial Management first reported a position in Dow Inc in Q4 2021 and held it in 14 quarters.
  • Forum Financial Management's Dow Inc position peaked at $661K in Q2 2023.
  • 1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.