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Heartwood Wealth Advisors’s Dow Inc DOW Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-333
Closed -$7.64K – 315
2025
Q3 		$7.64K Buy
+333
New +$8.3K ﹤0.01% 397
2024
Q4 		– Sell
-16,475
Closed -$900K – 174
2024
Q3 		$900K Buy
16,475
+564
+4% +$29.8K 0.1% 78
2024
Q2 		$844K Buy
15,911
+347
+2% +$19.8K 0.1% 75
2024
Q1 		$902K Buy
15,564
+667
+4% +$36.9K 0.11% 66
2023
Q4 		$817K Sell
14,897
-8
-0.1% -$409 0.11% 58
2023
Q3 		$769K Sell
14,905
-1,867
-11% -$100K 0.11% 61
2023
Q2 		$893K Buy
16,772
+1,179
+8% +$62.7K 0.13% 55
2023
Q1 		$855K Buy
15,593
+2,355
+18% +$132K 0.13% 56
2022
Q4 		$667K Buy
13,238
+1,806
+16% +$88.2K 0.1% 68
2022
Q3 		$502K Buy
11,432
+1,926
+20% +$97.6K 0.09% 66
2022
Q2 		$491K Buy
9,506
+1,460
+18% +$93.5K 0.08% 72
2022
Q1 		$513K Buy
8,046
+1,954
+32% +$118K 0.08% 73
2021
Q4 		$346K Buy
6,092
+584
+11% +$33.3K 0.05% 80
2021
Q3 		$317K Buy
5,508
+241
+5% +$14.8K 0.05% 78
2021
Q2 		$333K Buy
+5,267
New +$348K 0.05% 74

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

Heartwood Wealth Advisors's DOW Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 333 shares — an estimated $7.64K sold.

Heartwood Wealth Advisors first reported a position in DOW in Q2 2021 and held it in 15 quarters. The position peaked at $902K in Q1 2024. 1,122 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 333 Dow Inc shares in Q4 2025, an estimated $7.64K.
  • Heartwood Wealth Advisors first reported a position in Dow Inc in Q2 2021 and held it in 15 quarters.
  • Heartwood Wealth Advisors's Dow Inc position peaked at $902K in Q1 2024.
  • 1,122 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.