Norris Financial Group’s Dow Inc DOW Stock Holding History

Norris Financial Group’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
2023 Q1	–	Sell	-31,849	Closed	-$1.6M	–	70
2022 Q4	$1.6M	Buy	+31,849	New	+$1.56M	1.36%	23

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norris Financial Group's DOW Position: Q1 2023 in Review

Norris Financial Group sold out of Dow Inc (DOW) in Q1 2023, closing a stake of 31,849 shares — an estimated $1.6M sold.

Norris Financial Group first reported a position in DOW in Q4 2022 and held it in 1 quarter. The position peaked at $1.6M in Q4 2022. 1,541 funds tracked by Wall St. Rank hold DOW as of Q1 2023.

Norris Financial Group reported no remaining Dow Inc position as of Q1 2023 after selling out during the quarter.
Norris Financial Group sold 31,849 Dow Inc shares in Q1 2023, an estimated $1.6M.
Norris Financial Group first reported a position in Dow Inc in Q4 2022 and held it in 1 quarter.
Norris Financial Group's Dow Inc position peaked at $1.6M in Q4 2022.
1,541 funds tracked by Wall St. Rank held Dow Inc as of Q1 2023.

Based on Norris Financial Group's 13F filing for Q1 2023, filed 20 May 2026.