Global Financial Private Client’s Dow Inc DOW Stock Holding History

Global Financial Private Client’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	-50	Closed	-$1.75K	–	592
2025 Q1	$1.75K	Buy	50 +28	+127%	+$1.07K	﹤0.01%	904
2024 Q4	$883	Sell	22 -19	-46%	-$887	﹤0.01%	801
2024 Q3	$2.24K	Buy	+41	New	+$2.16K	﹤0.01%	713
2024 Q2	–	Sell	-33	Closed	-$1.92K	–	694
2024 Q1	$1.92K	Hold	33	–	–	﹤0.01%	593
2023 Q4	$1.81K	Hold	33	–	–	﹤0.01%	590
2023 Q3	$1.69K	Hold	33	–	–	﹤0.01%	584
2023 Q2	$1.77K	Hold	33	–	–	﹤0.01%	582
2023 Q1	$1.83K	Hold	33	–	–	﹤0.01%	585
2022 Q4	$1.66K	Hold	33	–	–	﹤0.01%	577
2022 Q3	$1.49K	Hold	33	–	–	﹤0.01%	549
2022 Q2	$1.71K	Buy	+33	New	+$2.11K	﹤0.01%	533

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Global Financial Private Client's DOW Position: Q2 2025 in Review

Global Financial Private Client sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 50 shares — an estimated $1.75K sold.

Global Financial Private Client first reported a position in DOW in Q2 2022 and held it in 11 quarters. The position peaked at $2.24K in Q3 2024. 1,213 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

Global Financial Private Client reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 50 Dow Inc shares in Q2 2025, an estimated $1.75K.
Global Financial Private Client first reported a position in Dow Inc in Q2 2022 and held it in 11 quarters.
Global Financial Private Client's Dow Inc position peaked at $2.24K in Q3 2024.
1,213 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.