Laird Norton Wetherby Wealth Management
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Laird Norton Wetherby Wealth Management’s Dow Inc DOW Stock Holding History

Laird Norton Wetherby 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
2024
Q4 		$289K Sell
7,212
-3,208
-31% -$150K 0.01% 711
2024
Q3 		$569K Sell
10,420
-349
-3% -$18.4K 0.03% 514
2024
Q2 		$571K Sell
10,769
-124
-1% -$7.08K 0.03% 503
2024
Q1 		$631K Sell
10,893
-444
-4% -$24.5K 0.03% 486
2023
Q4 		$622K Sell
11,337
-150
-1% -$7.66K 0.03% 470
2023
Q3 		$592K Sell
11,487
-368
-3% -$19.8K 0.03% 464
2023
Q2 		$631K Sell
11,855
-348
-3% -$18.5K 0.03% 462
2023
Q1 		$669K Buy
12,203
+338
+3% +$19K 0.04% 436
2022
Q4 		$598K Buy
11,865
+1,235
+12% +$60.3K 0.04% 465
2022
Q3 		$467K Sell
10,630
-1,033
-9% -$52.4K 0.03% 521
2022
Q2 		$602K Buy
11,663
+76
+0.7% +$4.87K 0.04% 436
2022
Q1 		$738K Buy
11,587
+822
+8% +$49.6K 0.04% 389
2021
Q4 		$611K Buy
10,765
+591
+6% +$33.7K 0.03% 452
2021
Q3 		$586K Sell
10,174
-242
-2% -$14.8K 0.04% 455
2021
Q2 		$659K Buy
10,416
+1,607
+18% +$106K 0.04% 414
2021
Q1 		$563K Sell
8,809
-1,613
-15% -$96.5K 0.04% 403
2020
Q4 		$578K Buy
10,422
+2,142
+26% +$111K 0.04% 426
2020
Q3 		$390K Buy
8,280
+56
+0.7% +$2.52K 0.03% 439
2020
Q2 		$335K Buy
+8,224
New +$301K 0.03% 473
2020
Q1 		– Sell
-10,799
Closed -$591K – 701
2019
Q4 		$591K Sell
10,799
-541
-5% -$28K 0.06% 359
2019
Q3 		$541K Buy
+11,340
New +$531K 0.06% 371

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
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
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

Laird Norton Wetherby Wealth Management's DOW Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management reduced its Dow Inc (DOW) stake by 31% in Q4 2024, selling an estimated $150K and leaving 7,212 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #711.

Laird Norton Wetherby Wealth Management first reported a position in DOW in Q3 2019 and has held it in 21 quarters since. The position peaked at $738K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • Laird Norton Wetherby Wealth Management held 7,212 shares of Dow Inc worth $289K as of Q4 2024.
  • Laird Norton Wetherby Wealth Management sold 3,208 Dow Inc shares in Q4 2024, an estimated $150K.
  • Dow Inc made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #711 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Dow Inc in Q3 2019 and has held it in 21 quarters since.
  • Laird Norton Wetherby Wealth Management's Dow Inc position peaked at $738K in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.