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Lion Street Advisors’s Dow Inc DOW Stock Holding History

Lion Street 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
Q3 		$943K Sell
16,841
-148
-0.9% -$3.69K 0.33% 61
2025
Q2 		$450K Buy
16,989
+1,567
+10% +$45.6K 0.14% 161
2025
Q1 		$538K Sell
15,422
-537
-3% -$20.6K 0.17% 129
2024
Q4 		$640K Buy
15,959
+3,564
+29% +$166K 0.2% 106
2024
Q3 		$677K Sell
12,395
-382
-3% -$20.2K 0.24% 98
2024
Q2 		$678K Sell
12,777
-478
-4% -$27.3K 0.25% 87
2024
Q1 		$727K Hold
13,255
– – 0.3% 75
2023
Q4 		$727K Sell
13,255
-21,877
-62% -$1.12M 0.3% 74
2023
Q3 		$1.81M Buy
35,132
+18,216
+108% +$978K 0.59% 21
2023
Q2 		$947K Sell
16,916
-18,012
-52% -$957K 0.32% 63
2023
Q1 		$1.91M Buy
34,928
+20,653
+145% +$1.16M 0.59% 20
2022
Q4 		$799K Sell
14,275
-20,900
-59% -$1.02M 0.42% 36
2022
Q3 		$1.54M Buy
35,175
+20,900
+146% +$1.06M 0.77% 6
2022
Q2 		$796K Buy
14,275
+25
+0.2% +$1.6K 0.42% 36
2022
Q1 		$908K Sell
14,250
-21
-0.1% -$1.27K 0.47% 24
2021
Q4 		$810K Buy
14,271
+296
+2% +$16.9K 0.4% 37
2021
Q3 		$805K Buy
+13,975
New +$855K 0.43% 34

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lion Street Advisors's DOW Position: Q3 2025 in Review

Lion Street Advisors reduced its Dow Inc (DOW) stake by 0.87% in Q3 2025, selling an estimated $3.69K and leaving 16,841 shares worth $943K. The position accounts for 0.33% of the portfolio, ranked #61.

Lion Street Advisors first reported a position in DOW in Q3 2021 and has held it in 17 quarters since. The position peaked at $1.91M in Q1 2023. 1,106 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Lion Street Advisors held 16,841 shares of Dow Inc worth $943K as of Q3 2025.
  • Lion Street Advisors sold 148 Dow Inc shares in Q3 2025, an estimated $3.69K.
  • Dow Inc made up 0.33% of Lion Street Advisors's portfolio in Q3 2025, its #61 holding.
  • Lion Street Advisors first reported a position in Dow Inc in Q3 2021 and has held it in 17 quarters since.
  • Lion Street Advisors's Dow Inc position peaked at $1.91M in Q1 2023.
  • 1,106 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.