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Livelsberger Financial Advisory’s Dow Inc DOW Stock Holding History

Livelsberger Financial Advisory’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 		– Sell
-136
Closed -$3.6K – 31
2025
Q2 		$3.6K Buy
+136
New +$3.96K 0.07% 63
2024
Q4 		– Sell
-136
Closed -$7.43K – 29
2024
Q3 		$7.43K Buy
+136
New +$7.18K 0.16% 51
2024
Q1 		– Sell
-136
Closed -$7.46K – 61
2023
Q4 		$7.46K Buy
+136
New +$6.95K 0.01% 316

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

Livelsberger Financial Advisory's DOW Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 136 shares — an estimated $3.6K sold.

Livelsberger Financial Advisory first reported a position in DOW in Q4 2023 and held it in 3 quarters. The position peaked at $7.46K in Q4 2023. 1,106 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 136 Dow Inc shares in Q3 2025, an estimated $3.6K.
  • Livelsberger Financial Advisory first reported a position in Dow Inc in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Dow Inc position peaked at $7.46K in Q4 2023.
  • 1,106 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.