Guardian Wealth Management (Illinois)’s Dow Inc DOW Stock Holding History

Guardian Wealth Management (Illinois)’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	-36	Closed	-$1.28K	–	102
2025 Q1	$1.28K	Sell	36 -1	-3%	-$38	﹤0.01%	213
2024 Q4	$1.47K	Hold	37	–	–	﹤0.01%	217
2024 Q3	$2.02K	Hold	37	–	–	﹤0.01%	218
2024 Q2	$1.94K	Hold	37	–	–	﹤0.01%	217
2024 Q1	$2.12K	Hold	37	–	–	﹤0.01%	206
2023 Q4	$2.01K	Buy	+37	New	+$1.89K	﹤0.01%	218
2023 Q3	–	Sell	-71	Closed	-$3.8K	–	231
2023 Q2	$3.8K	Hold	71	–	–	﹤0.01%	190
2023 Q1	$3.91K	Sell	71 -55	-44%	-$3.09K	﹤0.01%	197
2022 Q4	$6.37K	Hold	126	–	–	0.01%	187
2022 Q3	$6K	Buy	126 +1	+0.8%	+$51	0.01%	181
2022 Q2	$6K	Buy	125 +1	+0.8%	+$64	0.01%	179
2022 Q1	$8K	Hold	124	–	–	0.01%	179
2021 Q4	$7K	Buy	+124	New	+$7.07K	0.01%	178

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 $3.38T AUM 44.17% 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

Guardian Wealth Management (Illinois)'s DOW Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 36 shares — an estimated $1.28K sold.

Guardian Wealth Management (Illinois) first reported a position in DOW in Q4 2021 and held it in 13 quarters. The position peaked at $8K in Q1 2022. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 36 Dow Inc shares in Q2 2025, an estimated $1.28K.
Guardian Wealth Management (Illinois) first reported a position in Dow Inc in Q4 2021 and held it in 13 quarters.
Guardian Wealth Management (Illinois)'s Dow Inc position peaked at $8K in Q1 2022.
1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.