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Hoxton Planning & Management’s Dow Inc DOW Stock Holding History

Hoxton Planning & 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
Q3 		– Sell
-15,467
Closed -$410K – 221
2025
Q2 		$410K Buy
15,467
+8,824
+133% +$257K 0.14% 122
2025
Q1 		$232K Buy
+6,643
New +$255K 0.09% 172

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hoxton Planning & Management's DOW Position: Q3 2025 in Review

Hoxton Planning & Management sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 15,467 shares — an estimated $410K sold.

Hoxton Planning & Management first reported a position in DOW in Q1 2025 and held it in 2 quarters. The position peaked at $410K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Hoxton Planning & Management reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Hoxton Planning & Management sold 15,467 Dow Inc shares in Q3 2025, an estimated $410K.
  • Hoxton Planning & Management first reported a position in Dow Inc in Q1 2025 and held it in 2 quarters.
  • Hoxton Planning & Management's Dow Inc position peaked at $410K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Hoxton Planning & Management's 13F filing for Q3 2025, filed 27 Oct 2025.