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McGlone Suttner Wealth Management’s Dow Inc DOW Stock Holding History

McGlone Suttner Wealth Management’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
-9,619
Closed -$336K – 193
2025
Q1 		$336K Buy
9,619
+3,774
+65% +$145K 0.06% 142
2024
Q4 		$235K Sell
5,845
-5,257
-47% -$245K 0.04% 157
2024
Q3 		$607K Buy
11,102
+2,852
+35% +$151K 0.13% 89
2024
Q2 		$452K Sell
8,250
-1,651
-17% -$94.3K 0.09% 88
2024
Q1 		$574K Buy
9,901
+1,651
+20% +$91.2K 0.11% 84
2023
Q4 		$452K Buy
8,250
+764
+10% +$39K 0.09% 88
2023
Q3 		$386K Buy
7,486
+509
+7% +$27.3K 0.09% 88
2023
Q2 		$372K Buy
6,977
+462
+7% +$24.6K 0.08% 93
2023
Q1 		$357K Buy
6,515
+2,049
+46% +$115K 0.09% 90
2022
Q4 		$225K Buy
+4,466
New +$218K 0.07% 120

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McGlone Suttner Wealth Management's DOW Position: Q2 2025 in Review

McGlone Suttner Wealth Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 9,619 shares — an estimated $336K sold.

McGlone Suttner Wealth Management first reported a position in DOW in Q4 2022 and held it in 10 quarters. The position peaked at $607K in Q3 2024. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • McGlone Suttner Wealth Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 9,619 Dow Inc shares in Q2 2025, an estimated $336K.
  • McGlone Suttner Wealth Management first reported a position in Dow Inc in Q4 2022 and held it in 10 quarters.
  • McGlone Suttner Wealth Management's Dow Inc position peaked at $607K in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.