NewSquare Capital’s Dow Inc DOW Stock Holding History

NewSquare 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 Q3	–	Sell	-456	Closed	-$12.1K	–	457
2025 Q2	$12.1K	Sell	456 -516	-53%	-$15K	﹤0.01%	606
2025 Q1	$33.9K	Buy	972 +908	+1,419%	+$34.9K	﹤0.01%	279
2024 Q4	$2.57K	Buy	+64	New	+$2.99K	﹤0.01%	487
2024 Q3	–	Sell	-95	Closed	-$5.04K	–	350
2024 Q2	$5.04K	Hold	95	–	–	﹤0.01%	262
2024 Q1	$5.5K	Hold	95	–	–	﹤0.01%	288
2023 Q4	$5.21K	Hold	95	–	–	﹤0.01%	316
2023 Q3	$4.9K	Hold	95	–	–	﹤0.01%	384
2023 Q2	$5.06K	Hold	95	–	–	﹤0.01%	419
2023 Q1	$5.21K	Hold	95	–	–	﹤0.01%	451
2022 Q4	$4.79K	Sell	95 -54	-36%	-$2.64K	﹤0.01%	378
2022 Q3	$7K	Hold	149	–	–	﹤0.01%	276
2022 Q2	$8K	Hold	149	–	–	﹤0.01%	255
2022 Q1	$9K	Sell	149 -119	-44%	-$7.18K	﹤0.01%	263
2021 Q4	$15K	Sell	268 -75	-22%	-$4.28K	﹤0.01%	256
2021 Q3	$20K	Buy	343 +74	+28%	+$4.53K	﹤0.01%	237
2021 Q2	$17K	Hold	269	–	–	﹤0.01%	238
2021 Q1	$17K	Hold	269	–	–	﹤0.01%	209
2020 Q4	$15K	Sell	269 -8	-3%	-$413	﹤0.01%	210
2020 Q3	$13K	Hold	277	–	–	﹤0.01%	218
2020 Q2	$11K	Hold	277	–	–	﹤0.01%	222
2020 Q1	$8K	Sell	277 -81	-23%	-$3.44K	﹤0.01%	248
2019 Q4	$20K	Hold	358	–	–	﹤0.01%	205
2019 Q3	$17K	Hold	358	–	–	﹤0.01%	177
2019 Q2	$18K	Buy	+358	New	+$18.9K	﹤0.01%	219

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 $3.38T AUM 44.17% 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 $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NewSquare Capital's DOW Position: Q3 2025 in Review

NewSquare Capital sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 456 shares — an estimated $12.1K sold.

NewSquare Capital first reported a position in DOW in Q2 2019 and held it in 24 quarters. The position peaked at $33.9K in Q1 2025. 1,107 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

NewSquare Capital reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 456 Dow Inc shares in Q3 2025, an estimated $12.1K.
NewSquare Capital first reported a position in Dow Inc in Q2 2019 and held it in 24 quarters.
NewSquare Capital's Dow Inc position peaked at $33.9K in Q1 2025.
1,107 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.