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Investment House LLC’s Dow Inc DOW Stock Holding History

Investment House LLC’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
-50,490
Closed -$1.34M – 227
2025
Q2 		$1.34M Sell
50,490
-34,696
-41% -$1.01M 0.07% 130
2025
Q1 		$2.97M Buy
85,186
+40,545
+91% +$1.56M 0.17% 96
2024
Q4 		$1.79M Sell
44,641
-77,605
-63% -$3.62M 0.1% 118
2024
Q3 		$6.68M Buy
122,246
+25,790
+27% +$1.36M 0.36% 65
2024
Q2 		$5.12M Buy
96,456
+6,055
+7% +$346K 0.29% 69
2024
Q1 		$5.24M Buy
90,401
+31,322
+53% +$1.73M 0.31% 73
2023
Q4 		$3.24M Sell
59,079
-1,883
-3% -$96.2K 0.23% 78
2023
Q3 		$3.14M Sell
60,962
-22,046
-27% -$1.18M 0.25% 77
2023
Q2 		$4.42M Buy
83,008
+5,025
+6% +$267K 0.33% 73
2023
Q1 		$4.28M Buy
77,983
+8,941
+13% +$503K 0.35% 69
2022
Q4 		$3.48M Buy
69,042
+48,555
+237% +$2.37M 0.33% 69
2022
Q3 		$900K Buy
+20,487
New +$1.04M 0.08% 102
2019
Q4 		– Sell
-7,361
Closed -$351K – 227
2019
Q3 		$351K Sell
7,361
-3,564
-33% -$167K 0.04% 157
2019
Q2 		$539K Buy
+10,925
New +$577K 0.06% 136

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 $3.38T AUM 44.17% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Investment House LLC's DOW Position: Q3 2025 in Review

Investment House LLC sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 50,490 shares — an estimated $1.34M sold.

Investment House LLC first reported a position in DOW in Q2 2019 and held it in 14 quarters. The position peaked at $6.68M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Investment House LLC reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Investment House LLC sold 50,490 Dow Inc shares in Q3 2025, an estimated $1.34M.
  • Investment House LLC first reported a position in Dow Inc in Q2 2019 and held it in 14 quarters.
  • Investment House LLC's Dow Inc position peaked at $6.68M in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Investment House LLC's 13F filing for Q3 2025, filed 31 Oct 2025.