HVIA
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Hudson Valley Investment Advisors’s Dow Inc DOW Stock Holding History

Hudson Valley Investment 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
-5,368
Closed -$215K – 171
2024
Q4 		$215K Buy
+5,368
New +$250K 0.02% 161
2023
Q3 		– Sell
-4,553
Closed -$242K – 187
2023
Q2 		$242K Sell
4,553
-994
-18% -$52.8K 0.03% 182
2023
Q1 		$304K Sell
5,547
-49
-0.9% -$2.76K 0.04% 180
2022
Q4 		$282K Buy
5,596
+973
+21% +$47.5K 0.04% 189
2022
Q3 		$203K Sell
4,623
-91
-2% -$4.61K 0.03% 198
2022
Q2 		$243K Sell
4,714
-8
-0.2% -$512 0.04% 181
2022
Q1 		$301K Sell
4,722
-8
-0.2% -$483 0.04% 180
2021
Q4 		$268K Buy
4,730
+467
+11% +$26.6K 0.04% 163
2021
Q3 		$245K Sell
4,263
-24
-0.6% -$1.47K 0.04% 164
2021
Q2 		$271K Sell
4,287
-121
-3% -$7.99K 0.05% 150
2021
Q1 		$282K Sell
4,408
-294
-6% -$17.6K 0.05% 143
2020
Q4 		$261K Buy
4,702
+92
+2% +$4.75K 0.05% 141
2020
Q3 		$217K Buy
+4,610
New +$207K 0.05% 139
2020
Q1 		– Sell
-5,558
Closed -$304K – 159
2019
Q4 		$304K Buy
5,558
+51
+0.9% +$2.63K 0.06% 136
2019
Q3 		$262K Sell
5,507
-360
-6% -$16.9K 0.06% 137
2019
Q2 		$289K Buy
+5,867
New +$310K 0.07% 141

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hudson Valley Investment Advisors's DOW Position: Q1 2025 in Review

Hudson Valley Investment Advisors sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 5,368 shares — an estimated $215K sold.

Hudson Valley Investment Advisors first reported a position in DOW in Q2 2019 and held it in 16 quarters. The position peaked at $304K in Q1 2023. 1,343 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Hudson Valley Investment Advisors reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 5,368 Dow Inc shares in Q1 2025, an estimated $215K.
  • Hudson Valley Investment Advisors first reported a position in Dow Inc in Q2 2019 and held it in 16 quarters.
  • Hudson Valley Investment Advisors's Dow Inc position peaked at $304K in Q1 2023.
  • 1,343 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.