Inscription Capital’s Dow Inc DOW Stock Holding History

Inscription Capital’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 Q2	–	Sell	-3,565	Closed	-$207K	–	504
2025 Q1	$207K	Buy	+3,565	New	+$137K	0.03%	316
2024 Q3	$214K	Sell	3,912 -816	-17%	-$43.1K	0.03%	344
2024 Q2	$251K	Buy	4,728 +1,163	+33%	+$66.4K	0.04%	283
2024 Q1	$207K	Buy	+3,565	New	+$197K	0.03%	316
2022 Q3	–	Sell	-99,013	Closed	-$5.11M	–	215
2022 Q2	$5.11M	Buy	+99,013	New	+$6.34M	0.92%	22
2021 Q4	–	Sell	-3,569	Closed	-$205K	–	223
2021 Q3	$205K	Sell	3,569 -66,297	-95%	-$4.06M	0.06%	200
2021 Q2	$4.42M	Buy	+69,866	New	+$4.61M	0.5%	42
2020 Q1	–	Sell	-7,573	Closed	-$414K	–	137
2019 Q4	$414K	Buy	7,573 +919	+14%	+$47.5K	0.18%	104
2019 Q3	$317K	Buy	+6,654	New	+$311K	0.17%	111

Other funds holding DOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

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

Geode Capital Management

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

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