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Lugano Financial Advisors SA (LFA)’s Dow Inc DOW Stock Holding History

Lugano Financial Advisors SA (LFA)’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
-1,000
Closed -$40.1K – 198
2024
Q4 		$40.1K Hold
1,000
– – 0.03% 151
2024
Q3 		$54.6K Hold
1,000
– – 0.04% 143
2024
Q2 		$53K Hold
1,000
– – 0.04% 135
2024
Q1 		$57.9K Buy
+1,000
New +$55.3K 0.04% 124
2023
Q4 		– Sell
-1,064
Closed -$54.9K – 185
2023
Q3 		$54.9K Buy
1,064
+64
+6% +$3.44K 0.05% 116
2023
Q2 		$53.3K Buy
+1,000
New +$53.2K 0.04% 134

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 $3.38T AUM 44.17% 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

Lugano Financial Advisors SA (LFA)'s DOW Position: Q1 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 1,000 shares — an estimated $40.1K sold.

Lugano Financial Advisors SA (LFA) first reported a position in DOW in Q2 2023 and held it in 6 quarters. The position peaked at $57.9K in Q1 2024. 1,347 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Lugano Financial Advisors SA (LFA) reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 1,000 Dow Inc shares in Q1 2025, an estimated $40.1K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Dow Inc in Q2 2023 and held it in 6 quarters.
  • Lugano Financial Advisors SA (LFA)'s Dow Inc position peaked at $57.9K in Q1 2024.
  • 1,347 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2025, filed 28 Apr 2025.