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Money Concepts Capital’s Dow Inc DOW Stock Holding History

Money Concepts Capital’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
-45,486
Closed -$1.59M – 446
2025
Q1 		$1.59M Sell
45,486
-1,775
-4% -$68.2K 0.12% 165
2024
Q4 		$1.9M Sell
47,261
-2,126
-4% -$99.2K 0.14% 152
2024
Q3 		$2.7M Sell
49,387
-1,018
-2% -$53.7K 0.2% 116
2024
Q2 		$2.67M Buy
50,405
+218
+0.4% +$12.5K 0.22% 108
2024
Q1 		$2.91M Buy
50,187
+1,862
+4% +$103K 0.27% 99
2023
Q4 		$2.65M Sell
48,325
-163
-0.3% -$8.33K 0.25% 106
2023
Q3 		$2.5M Buy
48,488
+2,062
+4% +$111K 0.26% 111
2023
Q2 		$2.47M Sell
46,426
-2,009
-4% -$107K 0.25% 116
2023
Q1 		$2.66M Sell
48,435
-8,647
-15% -$487K 0.15% 126
2022
Q4 		$2.88M Buy
57,082
+9,943
+21% +$486K 0.13% 148
2022
Q3 		$2.07M Buy
47,139
+4,998
+12% +$253K 0.12% 157
2022
Q2 		$2.18M Sell
42,141
-3,360
-7% -$215K 0.19% 122
2022
Q1 		$2.9M Buy
+45,501
New +$2.74M 0.16% 142

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

Money Concepts Capital's DOW Position: Q2 2025 in Review

Money Concepts Capital sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 45,486 shares — an estimated $1.59M sold.

Money Concepts Capital first reported a position in DOW in Q1 2022 and held it in 13 quarters. The position peaked at $2.91M in Q1 2024. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Money Concepts Capital reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Money Concepts Capital sold 45,486 Dow Inc shares in Q2 2025, an estimated $1.59M.
  • Money Concepts Capital first reported a position in Dow Inc in Q1 2022 and held it in 13 quarters.
  • Money Concepts Capital's Dow Inc position peaked at $2.91M in Q1 2024.
  • 1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Money Concepts Capital's 13F filing for Q2 2025, filed 14 Aug 2025.