Keebeck Wealth Management’s Dow Inc DOW Stock Holding History

Keebeck Wealth 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 Q2	–	Sell	-10,812	Closed	-$378K	–	337
2025 Q1	$378K	Buy	10,812 +512	+5%	+$19.7K	0.06%	192
2024 Q4	$413K	Buy	10,300 +93	+0.9%	+$4.34K	0.06%	183
2024 Q3	$558K	Buy	10,207 +7	+0.1%	+$370	0.08%	163
2024 Q2	$541K	Hold	10,200	–	–	0.08%	169
2024 Q1	$591K	Hold	10,200	–	–	0.09%	173
2023 Q4	$559K	Hold	10,200	–	–	0.09%	168
2023 Q3	$526K	Buy	10,200 +100	+1%	+$5.37K	0.09%	166
2023 Q2	$538K	Hold	10,100	–	–	0.07%	173
2023 Q1	$554K	Buy	10,100 +100	+1%	+$5.63K	0.09%	151
2022 Q4	$504K	Hold	10,000	–	–	0.09%	156
2022 Q3	$439K	Hold	10,000	–	–	0.08%	163
2022 Q2	$516K	Buy	+10,000	New	+$640K	0.1%	149
2020 Q1	–	Sell	-2,903	Closed	-$157K	–	192
2019 Q4	$157K	Buy	+2,903	New	+$150K	0.05%	156

Other funds holding DOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keebeck Wealth Management's DOW Position: Q2 2025 in Review

Keebeck Wealth Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 10,812 shares — an estimated $378K sold.

Keebeck Wealth Management first reported a position in DOW in Q4 2019 and held it in 13 quarters. The position peaked at $591K in Q1 2024. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

Keebeck Wealth Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
Keebeck Wealth Management sold 10,812 Dow Inc shares in Q2 2025, an estimated $378K.
Keebeck Wealth Management first reported a position in Dow Inc in Q4 2019 and held it in 13 quarters.
Keebeck Wealth Management's Dow Inc position peaked at $591K in Q1 2024.
1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Keebeck Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.