HCA
DOW icon

Heck Capital Advisors’s Dow Inc DOW Stock Holding History

Heck Capital 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
Q1 		– Sell
-1,061
Closed -$42.6K – 398
2024
Q4 		$42.6K Buy
+1,061
New +$49.5K ﹤0.01% 387
2020
Q2 		– Sell
-171
Closed -$5K – 109
2020
Q1 		$5K Sell
171
-3,500
-95% -$149K ﹤0.01% 102
2019
Q4 		$201K Buy
3,671
+72
+2% +$3.72K 0.05% 88
2019
Q3 		$171K Buy
3,599
+77
+2% +$3.6K 0.05% 87
2019
Q2 		$174K Buy
+3,522
New +$186K 0.05% 84

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

Heck Capital Advisors's DOW Position: Q1 2025 in Review

Heck Capital Advisors sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 1,061 shares — an estimated $42.6K sold.

Heck Capital Advisors first reported a position in DOW in Q2 2019 and held it in 5 quarters. The position peaked at $201K in Q4 2019. 1,346 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Heck Capital Advisors reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,061 Dow Inc shares in Q1 2025, an estimated $42.6K.
  • Heck Capital Advisors first reported a position in Dow Inc in Q2 2019 and held it in 5 quarters.
  • Heck Capital Advisors's Dow Inc position peaked at $201K in Q4 2019.
  • 1,346 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.