Morningstar Investment Services’s Dow Inc DOW Stock Holding History

Morningstar Investment 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	-4,050	Closed	-$223K	–	199
2024 Q3	$223K	Buy	+4,050	New	+$214K	﹤0.01%	386

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morningstar Investment Services's DOW Position: Q4 2024 in Review

Morningstar Investment Services sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,050 shares — an estimated $223K sold.

Morningstar Investment Services first reported a position in DOW in Q3 2024 and held it in 1 quarter. The position peaked at $223K in Q3 2024. 1,420 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Morningstar Investment Services reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Morningstar Investment Services sold 4,050 Dow Inc shares in Q4 2024, an estimated $223K.
Morningstar Investment Services first reported a position in Dow Inc in Q3 2024 and held it in 1 quarter.
Morningstar Investment Services's Dow Inc position peaked at $223K in Q3 2024.
1,420 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.