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MorganRosel Wealth Management’s Dow Inc DOW Stock Holding History

MorganRosel 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
-133
Closed -$4.64K – 365
2025
Q1 		$4.64K Buy
+133
New +$5.11K ﹤0.01% 283

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

MorganRosel Wealth Management's DOW Position: Q2 2025 in Review

MorganRosel Wealth Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 133 shares — an estimated $4.64K sold.

MorganRosel Wealth Management first reported a position in DOW in Q1 2025 and held it in 1 quarter. The position peaked at $4.64K in Q1 2025. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • MorganRosel Wealth Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 133 Dow Inc shares in Q2 2025, an estimated $4.64K.
  • MorganRosel Wealth Management first reported a position in Dow Inc in Q1 2025 and held it in 1 quarter.
  • MorganRosel Wealth Management's Dow Inc position peaked at $4.64K in Q1 2025.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on MorganRosel Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.