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Legacy Advisors’s Dow Inc DOW Stock Holding History

Legacy Advisors’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
-7,093
Closed -$248K – 129
2025
Q1 		$248K Buy
7,093
+944
+15% +$36.3K 0.03% 368
2024
Q4 		$247K Buy
+6,149
New +$287K 0.02% 343
2024
Q2 		– Sell
-3,721
Closed -$216K – 334
2024
Q1 		$216K Buy
3,721
+6
+0.2% +$332 0.03% 291
2023
Q4 		$204K Buy
+3,715
New +$190K 0.03% 297
2020
Q3 		– Sell
-6,988
Closed -$285K – 112
2020
Q2 		$285K Hold
6,988
– – 0.23% 75
2020
Q1 		$204K Sell
6,988
-64
-0.9% -$2.72K 0.2% 91
2019
Q4 		$386K Hold
7,052
– – 0.24% 83
2019
Q3 		$336K Sell
7,052
-90
-1% -$4.21K 0.25% 77
2019
Q2 		$352K Buy
+7,142
New +$377K 0.24% 79

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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

Legacy Advisors's DOW Position: Q2 2025 in Review

Legacy Advisors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 7,093 shares — an estimated $248K sold.

Legacy Advisors first reported a position in DOW in Q2 2019 and held it in 9 quarters. The position peaked at $386K in Q4 2019. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Legacy Advisors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 7,093 Dow Inc shares in Q2 2025, an estimated $248K.
  • Legacy Advisors first reported a position in Dow Inc in Q2 2019 and held it in 9 quarters.
  • Legacy Advisors's Dow Inc position peaked at $386K in Q4 2019.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.