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GSB Wealth Management’s Dow Inc DOW Stock Holding History

GSB 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
Q1 		– Sell
-11,291
Closed -$453K – 231
2024
Q4 		$453K Sell
11,291
-22,158
-66% -$1.03M 0.12% 146
2024
Q3 		$1.83M Sell
33,449
-3,563
-10% -$188K 0.47% 74
2024
Q2 		$1.96M Sell
37,012
-357
-1% -$20.4K 0.54% 64
2024
Q1 		$2.16M Buy
37,369
+256
+0.7% +$14.1K 0.61% 57
2023
Q4 		$2.04M Sell
37,113
-712
-2% -$36.4K 0.63% 50
2023
Q3 		$1.95M Buy
37,825
+775
+2% +$41.6K 0.65% 52
2023
Q2 		$1.97M Sell
37,050
-3,630
-9% -$193K 0.64% 53
2023
Q1 		$2.23M Sell
40,680
-3,170
-7% -$178K 0.73% 41
2022
Q4 		$2.21M Buy
43,850
+8,358
+24% +$408K 0.79% 42
2022
Q3 		$1.56M Buy
35,492
+880
+3% +$44.6K 0.57% 61
2022
Q2 		$1.79M Buy
34,612
+3,305
+11% +$212K 0.61% 55
2022
Q1 		$2M Buy
31,307
+9,345
+43% +$564K 0.58% 53
2021
Q4 		$1.25M Buy
+21,962
New +$1.25M 0.36% 98
2021
Q3 		– Sell
-19,304
Closed -$1.22M – 172
2021
Q2 		$1.22M Sell
19,304
-1,853
-9% -$122K 0.38% 87
2021
Q1 		$1.35M Buy
+21,157
New +$1.27M 0.45% 77

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 $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GSB Wealth Management's DOW Position: Q1 2025 in Review

GSB Wealth Management sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 11,291 shares — an estimated $453K sold.

GSB Wealth Management first reported a position in DOW in Q1 2021 and held it in 15 quarters. The position peaked at $2.23M in Q1 2023. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • GSB Wealth Management reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • GSB Wealth Management sold 11,291 Dow Inc shares in Q1 2025, an estimated $453K.
  • GSB Wealth Management first reported a position in Dow Inc in Q1 2021 and held it in 15 quarters.
  • GSB Wealth Management's Dow Inc position peaked at $2.23M in Q1 2023.
  • 1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on GSB Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.