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McClarren Financial Advisors’s Dow Inc DOW Stock Holding History

McClarren Financial 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
Q2 		– Sell
-137
Closed -$8K – 143
2025
Q1 		$8K Buy
+137
New +$5.26K 0.01% 218
2024
Q3 		– Sell
-106
Closed -$5K – 262
2024
Q2 		$5K Buy
106
+7
+7% +$400 ﹤0.01% 264
2024
Q1 		$6K Buy
99
+2
+2% +$111 ﹤0.01% 254
2023
Q4 		$5K Buy
97
+1
+1% +$51 ﹤0.01% 295
2023
Q3 		$4K Buy
96
+20
+26% +$1.07K ﹤0.01% 282
2023
Q2 		$4K Buy
76
+1
+1% +$53 ﹤0.01% 288
2023
Q1 		$4K Buy
75
+1
+1% +$56 ﹤0.01% 276
2022
Q4 		$3K Sell
74
-599
-89% -$29.3K ﹤0.01% 288
2022
Q3 		$29K Buy
+673
New +$34.1K 0.03% 170
2022
Q2 		– Sell
-71
Closed -$4K – 89
2022
Q1 		$4K Hold
71
– – ﹤0.01% 238
2021
Q4 		$4K Buy
71
+2
+3% +$114 ﹤0.01% 270
2021
Q3 		$4K Sell
69
-95
-58% -$5.82K ﹤0.01% 243
2021
Q2 		$10K Buy
164
+1
+0.6% +$66 0.01% 223
2021
Q1 		$10K Buy
163
+2
+1% +$120 0.01% 198
2020
Q4 		$8K Buy
+161
New +$8.31K 0.01% 177

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McClarren Financial Advisors's DOW Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 137 shares — an estimated $8K sold.

McClarren Financial Advisors first reported a position in DOW in Q4 2020 and held it in 15 quarters. The position peaked at $29K in Q3 2022. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 137 Dow Inc shares in Q2 2025, an estimated $8K.
  • McClarren Financial Advisors first reported a position in Dow Inc in Q4 2020 and held it in 15 quarters.
  • McClarren Financial Advisors's Dow Inc position peaked at $29K in Q3 2022.
  • 1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.