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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Legacy Advisors's DOW Position: Q1 2025 in Review

Legacy Advisors increased its Dow Inc (DOW) stake by 15% in Q1 2025, buying an estimated $36.3K and bringing the position to 7,093 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #368.

Legacy Advisors first reported a position in DOW in Q2 2019 and has held it in 9 quarters since. The position peaked at $386K in Q4 2019. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Legacy Advisors held 7,093 shares of Dow Inc worth $248K as of Q1 2025.
  • Legacy Advisors bought 944 Dow Inc shares in Q1 2025, an estimated $36.3K.
  • Dow Inc made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #368 holding.
  • Legacy Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 9 quarters since.
  • Legacy Advisors's Dow Inc position peaked at $386K in Q4 2019.
  • 1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.