LOPW
DOW icon

Live Oak Private Wealth’s Dow Inc DOW Stock Holding History

Live Oak Private Wealth’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
-6,385
Closed -$256K – 189
2024
Q4 		$256K Buy
6,385
+409
+7% +$19.1K 0.04% 157
2024
Q3 		$326K Buy
5,976
+385
+7% +$20.3K 0.05% 136
2024
Q2 		$297K Hold
5,591
– – 0.05% 136
2024
Q1 		$324K Hold
5,591
– – 0.06% 130
2023
Q4 		$307K Hold
5,591
– – 0.06% 129
2023
Q3 		$288K Sell
5,591
-1,000
-15% -$53.7K 0.06% 126
2023
Q2 		$351K Sell
6,591
-110
-2% -$5.85K 0.07% 119
2023
Q1 		$367K Buy
6,701
+110
+2% +$6.19K 0.08% 121
2022
Q4 		$332K Hold
6,591
– – 0.07% 127
2022
Q3 		$290K Sell
6,591
-205
-3% -$10.4K 0.07% 134
2022
Q2 		$351K Sell
6,796
-845
-11% -$54.1K 0.07% 131
2022
Q1 		$487K Buy
+7,641
New +$461K 0.09% 122

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

Live Oak Private Wealth's DOW Position: Q1 2025 in Review

Live Oak Private Wealth sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 6,385 shares — an estimated $256K sold.

Live Oak Private Wealth first reported a position in DOW in Q1 2022 and held it in 12 quarters. The position peaked at $487K in Q1 2022. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Live Oak Private Wealth reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Live Oak Private Wealth sold 6,385 Dow Inc shares in Q1 2025, an estimated $256K.
  • Live Oak Private Wealth first reported a position in Dow Inc in Q1 2022 and held it in 12 quarters.
  • Live Oak Private Wealth's Dow Inc position peaked at $487K in Q1 2022.
  • 1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Live Oak Private Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.