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Glass Wealth Management’s Dow Inc DOW Stock Holding History

Glass 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
Q2 		– Sell
-40,280
Closed -$1.41M – 57
2025
Q1 		$1.41M Sell
40,280
-770
-2% -$29.6K 0.84% 40
2024
Q4 		$1.65M Buy
41,050
+605
+1% +$28.2K 0.9% 38
2024
Q3 		$2.21M Buy
40,445
+700
+2% +$37K 1.22% 31
2024
Q2 		$2.11M Sell
39,745
-3,797
-9% -$217K 1.23% 34
2024
Q1 		$2.52M Buy
+43,542
New +$2.41M 1.54% 29

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Glass Wealth Management's DOW Position: Q2 2025 in Review

Glass Wealth Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 40,280 shares — an estimated $1.41M sold.

Glass Wealth Management first reported a position in DOW in Q1 2024 and held it in 5 quarters. The position peaked at $2.52M in Q1 2024. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Glass Wealth Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Glass Wealth Management sold 40,280 Dow Inc shares in Q2 2025, an estimated $1.41M.
  • Glass Wealth Management first reported a position in Dow Inc in Q1 2024 and held it in 5 quarters.
  • Glass Wealth Management's Dow Inc position peaked at $2.52M in Q1 2024.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Glass Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.