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GLOBALT Investments’s Dow Inc DOW Stock Holding History

GLOBALT Investments’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
-147,740
Closed -$3.91M – 212
2025
Q2 		$3.91M Sell
147,740
-8,615
-6% -$251K 0.15% 92
2025
Q1 		$5.46M Buy
156,355
+1,795
+1% +$68.9K 0.22% 67
2024
Q4 		$6.2M Buy
154,560
+49,165
+47% +$2.29M 0.24% 57
2024
Q3 		$5.76M Sell
105,395
-2,792
-3% -$147K 0.22% 65
2024
Q2 		$5.74M Sell
108,187
-1,032
-0.9% -$59K 0.23% 62
2024
Q1 		$6.33M Buy
109,219
+610
+0.6% +$33.7K 0.25% 55
2023
Q4 		$5.96M Buy
+108,609
New +$5.55M 0.25% 57

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GLOBALT Investments's DOW Position: Q3 2025 in Review

GLOBALT Investments sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 147,740 shares — an estimated $3.91M sold.

GLOBALT Investments first reported a position in DOW in Q4 2023 and held it in 7 quarters. The position peaked at $6.33M in Q1 2024. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • GLOBALT Investments reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • GLOBALT Investments sold 147,740 Dow Inc shares in Q3 2025, an estimated $3.91M.
  • GLOBALT Investments first reported a position in Dow Inc in Q4 2023 and held it in 7 quarters.
  • GLOBALT Investments's Dow Inc position peaked at $6.33M in Q1 2024.
  • 1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on GLOBALT Investments's 13F filing for Q3 2025, filed 14 Oct 2025.