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Laidlaw Wealth Management’s Dow Inc DOW Stock Holding History

Laidlaw 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
Q1 		– Sell
-5,307
Closed -$213K – 75
2024
Q4 		$213K Sell
5,307
-2,651
-33% -$124K 0.09% 163
2024
Q3 		$435K Sell
7,958
-472
-6% -$24.9K 0.22% 118
2024
Q2 		$447K Buy
8,430
+540
+7% +$30.9K 0.25% 114
2024
Q1 		$457K Sell
7,890
-599
-7% -$33.1K 0.26% 112
2023
Q4 		$466K Sell
8,489
-1,376
-14% -$70.3K 0.17% 136
2023
Q3 		$509K Sell
9,865
-9,760
-50% -$524K 0.17% 139
2023
Q2 		$1.05M Sell
19,625
-229
-1% -$12.2K 0.2% 118
2023
Q1 		$1.09M Buy
19,854
+1,537
+8% +$86.5K 0.22% 115
2022
Q4 		$923K Buy
18,317
+84
+0.5% +$4.1K 0.2% 128
2022
Q3 		$801K Sell
18,233
-3,881
-18% -$197K 0.19% 131
2022
Q2 		$1.14M Buy
22,114
+642
+3% +$41.1K 0.23% 116
2022
Q1 		$1.37M Buy
21,472
+4,627
+27% +$279K 0.23% 111
2021
Q4 		$955K Buy
+16,845
New +$960K 0.15% 147
2021
Q1 		– Sell
-7,403
Closed -$411K – 254
2020
Q4 		$411K Buy
7,403
+2,623
+55% +$135K 0.09% 219
2020
Q3 		$225K Buy
+4,780
New +$215K 0.1% 184
2020
Q1 		– Sell
-3,737
Closed -$205K – 157
2019
Q4 		$205K Buy
+3,737
New +$193K 0.13% 160

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Laidlaw Wealth Management's DOW Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 5,307 shares — an estimated $213K sold.

Laidlaw Wealth Management first reported a position in DOW in Q4 2019 and held it in 16 quarters. The position peaked at $1.37M in Q1 2022. 1,347 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 5,307 Dow Inc shares in Q1 2025, an estimated $213K.
  • Laidlaw Wealth Management first reported a position in Dow Inc in Q4 2019 and held it in 16 quarters.
  • Laidlaw Wealth Management's Dow Inc position peaked at $1.37M in Q1 2022.
  • 1,347 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.