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Mid-American Wealth Advisory Group’s Dow Inc DOW Stock Holding History

Mid-American Wealth Advisory Group’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
-453
Closed -$12K – 115
2025
Q2 		$12K Buy
+453
New +$13.2K 0.01% 151

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State Street
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mid-American Wealth Advisory Group's DOW Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 453 shares — an estimated $12K sold.

Mid-American Wealth Advisory Group first reported a position in DOW in Q2 2025 and held it in 1 quarter. The position peaked at $12K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 453 Dow Inc shares in Q3 2025, an estimated $12K.
  • Mid-American Wealth Advisory Group first reported a position in Dow Inc in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Dow Inc position peaked at $12K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.