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Moneta Group Investment Advisors’s Dow Inc DOW Stock Holding History

Moneta Group Investment 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
Q4 		– Sell
-8,943
Closed -$205K – 821
2025
Q3 		$205K Sell
8,943
-844
-9% -$21K ﹤0.01% 753
2025
Q2 		$259K Buy
9,787
+1,817
+23% +$52.9K ﹤0.01% 603
2025
Q1 		$278K Sell
7,970
-1,259
-14% -$48.3K ﹤0.01% 541
2024
Q4 		$370K Buy
9,229
+2,229
+32% +$104K 0.01% 485
2024
Q3 		$382K Buy
7,000
+491
+8% +$25.9K 0.01% 468
2024
Q2 		$345K Sell
6,509
-883
-12% -$50.4K 0.01% 456
2024
Q1 		$428K Buy
7,392
+747
+11% +$41.3K 0.01% 410
2023
Q4 		$364K Buy
6,645
+815
+14% +$41.6K 0.01% 397
2023
Q3 		$301K Sell
5,830
-828
-12% -$44.5K 0.01% 405
2023
Q2 		$355K Sell
6,658
-93
-1% -$4.94K 0.01% 398
2023
Q1 		$370K Buy
6,751
+1,928
+40% +$108K 0.01% 371
2022
Q4 		$286K Sell
4,823
-731
-13% -$35.7K 0.01% 379
2022
Q3 		$244K Sell
5,554
-549
-9% -$27.8K 0.01% 389
2022
Q2 		$315K Buy
6,103
+108
+2% +$6.92K 0.01% 376
2022
Q1 		$382K Buy
5,995
+89
+2% +$5.37K 0.02% 323
2021
Q4 		$335K Buy
5,906
+103
+2% +$5.87K 0.01% 360
2021
Q3 		$334K Buy
5,803
+19
+0.3% +$1.16K 0.02% 343
2021
Q2 		$366K Buy
5,784
+294
+5% +$19.4K 0.02% 327
2021
Q1 		$351K Buy
+5,490
New +$329K 0.02% 305

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Moneta Group Investment Advisors's DOW Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 8,943 shares — an estimated $205K sold.

Moneta Group Investment Advisors first reported a position in DOW in Q1 2021 and held it in 19 quarters. The position peaked at $428K in Q1 2024. 1,122 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 8,943 Dow Inc shares in Q4 2025, an estimated $205K.
  • Moneta Group Investment Advisors first reported a position in Dow Inc in Q1 2021 and held it in 19 quarters.
  • Moneta Group Investment Advisors's Dow Inc position peaked at $428K in Q1 2024.
  • 1,122 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.