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FSC Wealth Advisors’s Dow Inc DOW Stock Holding History

FSC Wealth 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
Q2 		– Sell
-424
Closed -$14.8K – 119
2025
Q1 		$14.8K Buy
424
+3
+0.7% +$115 0.01% 184
2024
Q4 		$16.9K Buy
421
+4
+1% +$187 0.01% 177
2024
Q3 		$22.8K Buy
417
+2
+0.5% +$106 0.02% 152
2024
Q2 		$22K Sell
415
-997
-71% -$57K 0.02% 143
2024
Q1 		$81.8K Sell
1,412
-198
-12% -$10.9K 0.06% 75
2023
Q4 		$88.3K Buy
1,610
+103
+7% +$5.26K 0.06% 74
2023
Q3 		$77.7K Buy
1,507
+2
+0.1% +$107 0.08% 57
2023
Q2 		$80.1K Buy
1,505
+183
+14% +$9.73K 0.07% 55
2023
Q1 		$72.5K Buy
1,322
+195
+17% +$11K 0.11% 46
2022
Q4 		$56.8K Hold
1,127
– – 0.1% 46
2022
Q3 		$50K Buy
1,127
+100
+10% +$5.07K 0.48% 43
2022
Q2 		$53K Hold
1,027
– – 0.47% 49
2022
Q1 		$65K Sell
1,027
-9
-0.9% -$543 0.06% 57
2021
Q4 		$59K Buy
+1,036
New +$59.1K 0.04% 67

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

FSC Wealth Advisors's DOW Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 424 shares — an estimated $14.8K sold.

FSC Wealth Advisors first reported a position in DOW in Q4 2021 and held it in 14 quarters. The position peaked at $88.3K in Q4 2023. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 424 Dow Inc shares in Q2 2025, an estimated $14.8K.
  • FSC Wealth Advisors first reported a position in Dow Inc in Q4 2021 and held it in 14 quarters.
  • FSC Wealth Advisors's Dow Inc position peaked at $88.3K in Q4 2023.
  • 1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.