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Naples Global Advisors’s Dow Inc DOW Stock Holding History

Naples Global 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
Q3 		– Sell
-13,350
Closed -$354K – 437
2025
Q2 		$354K Sell
13,350
-8,769
-40% -$255K 0.03% 347
2025
Q1 		$772K Sell
22,119
-2,008
-8% -$77.1K 0.07% 246
2024
Q4 		$968K Sell
24,127
-4,144
-15% -$193K 0.09% 227
2024
Q3 		$1.54M Sell
28,271
-948
-3% -$50K 0.14% 176
2024
Q2 		$1.55M Sell
29,219
-417
-1% -$23.8K 0.16% 168
2024
Q1 		$1.72M Sell
29,636
-1,225
-4% -$67.7K 0.18% 162
2023
Q4 		$1.69M Sell
30,861
-900
-3% -$46K 0.19% 153
2023
Q3 		$1.64M Buy
31,761
+1,015
+3% +$54.5K 0.2% 142
2023
Q2 		$1.64M Sell
30,746
-3,768
-11% -$200K 0.19% 147
2023
Q1 		$1.89M Sell
34,514
-726
-2% -$40.8K 0.24% 126
2022
Q4 		$1.78M Buy
35,240
+1,157
+3% +$56.5K 0.23% 134
2022
Q3 		$1.5M Buy
34,083
+1,630
+5% +$82.6K 0.21% 146
2022
Q2 		$1.68M Buy
32,453
+2,529
+8% +$162K 0.22% 138
2022
Q1 		$1.91M Buy
29,924
+1,400
+5% +$84.4K 0.22% 142
2021
Q4 		$1.62M Buy
28,524
+800
+3% +$45.6K 0.19% 150
2021
Q3 		$1.6M Buy
27,724
+3,171
+13% +$194K 0.21% 143
2021
Q2 		$1.55M Buy
24,553
+411
+2% +$27.1K 0.22% 138
2021
Q1 		$1.54M Sell
24,142
-2,138
-8% -$128K 0.23% 132
2020
Q4 		$1.46M Sell
26,280
-373
-1% -$19.3K 0.25% 119
2020
Q3 		$1.25M Buy
26,653
+486
+2% +$21.8K 0.24% 123
2020
Q2 		$1.07M Sell
26,167
-1,248
-5% -$45.7K 0.23% 129
2020
Q1 		$802K Sell
27,415
-2,315
-8% -$98.4K 0.21% 140
2019
Q4 		$1.63M Buy
+29,730
New +$1.54M 0.34% 93

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Naples Global Advisors's DOW Position: Q3 2025 in Review

Naples Global Advisors sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 13,350 shares — an estimated $354K sold.

Naples Global Advisors first reported a position in DOW in Q4 2019 and held it in 23 quarters. The position peaked at $1.91M in Q1 2022. 1,106 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Naples Global Advisors reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Naples Global Advisors sold 13,350 Dow Inc shares in Q3 2025, an estimated $354K.
  • Naples Global Advisors first reported a position in Dow Inc in Q4 2019 and held it in 23 quarters.
  • Naples Global Advisors's Dow Inc position peaked at $1.91M in Q1 2022.
  • 1,106 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Naples Global Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.