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McKinley Carter Wealth Services’s Dow Inc DOW Stock Holding History

McKinley Carter Wealth Services’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
2024
Q4 		– Sell
-6,675
Closed -$365K – 294
2024
Q3 		$365K Buy
6,675
+5
+0.1% +$264 0.02% 236
2024
Q2 		$354K Sell
6,670
-41
-0.6% -$2.34K 0.02% 237
2024
Q1 		$389K Sell
6,711
-104
-2% -$5.75K 0.03% 230
2023
Q4 		$374K Buy
6,815
+5
+0.1% +$255 0.03% 231
2023
Q3 		$351K Sell
6,810
-556
-8% -$29.8K 0.03% 233
2023
Q2 		$392K Sell
7,366
-42
-0.6% -$2.23K 0.03% 229
2023
Q1 		$406K Buy
7,408
+48
+0.7% +$2.7K 0.03% 222
2022
Q4 		$371K Buy
7,360
+1,061
+17% +$51.8K 0.03% 232
2022
Q3 		$277K Sell
6,299
-1,246
-17% -$63.2K 0.03% 239
2022
Q2 		$389K Buy
+7,545
New +$483K 0.03% 220

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
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
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

McKinley Carter Wealth Services's DOW Position: Q4 2024 in Review

McKinley Carter Wealth Services sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 6,675 shares — an estimated $365K sold.

McKinley Carter Wealth Services first reported a position in DOW in Q2 2022 and held it in 10 quarters. The position peaked at $406K in Q1 2023. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

  • McKinley Carter Wealth Services reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 6,675 Dow Inc shares in Q4 2024, an estimated $365K.
  • McKinley Carter Wealth Services first reported a position in Dow Inc in Q2 2022 and held it in 10 quarters.
  • McKinley Carter Wealth Services's Dow Inc position peaked at $406K in Q1 2023.
  • 1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2024, filed 23 Jan 2025.