Heritage Wealth Management (Ohio)’s Dow Inc DOW Stock Holding History

Heritage Wealth Management (Ohio)’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	-8,972	Closed	-$206K	–	263
2025 Q3	$206K	Sell	8,972 -2,125	-19%	-$52.9K	0.06%	238
2025 Q2	$294K	Buy	11,097 +265	+2%	+$7.71K	0.1%	186
2025 Q1	$378K	Buy	10,832 +1,210	+13%	+$46.5K	0.13%	162
2024 Q4	$386K	Hold	9,622	–	–	0.13%	160
2024 Q3	$526K	Hold	9,622	–	–	0.17%	132
2024 Q2	$503K	Buy	+9,622	New	+$550K	0.17%	130

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s DOW Position: Q4 2025 in Review

Heritage Wealth Management (Ohio) sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 8,972 shares — an estimated $206K sold.

Heritage Wealth Management (Ohio) first reported a position in DOW in Q2 2024 and held it in 6 quarters. The position peaked at $526K in Q3 2024. 1,118 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

Heritage Wealth Management (Ohio) reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 8,972 Dow Inc shares in Q4 2025, an estimated $206K.
Heritage Wealth Management (Ohio) first reported a position in Dow Inc in Q2 2024 and held it in 6 quarters.
Heritage Wealth Management (Ohio)'s Dow Inc position peaked at $526K in Q3 2024.
1,118 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q4 2025, filed 26 Jan 2026.